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Oxford Planning Group, LLC
OXFORD PLANNING GROUP, LLC is an SEC-registered investment adviser in WOODSTOCK, MD. The firm manages $113 million in assets, $100 million on a discretionary...
Oxford Planning Group, LLC
OXFORD PLANNING GROUP, LLC is an SEC-registered investment adviser in WOODSTOCK, MD. The firm manages $113 million in assets, $100 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
Who runs investment decisions at Oxford Planning Group?
Named principals are not publicly listed, but as a registered investment advisor (RIA), investment decisions are made by the firm's advisory team under fiduciary duty. The firm's registered representative and advisory personnel are subject to SEC oversight.
Is Oxford Planning Group structured as a single family office or a multi-family office?
Oxford Planning Group operates as a multi-family office (MFO) and RIA, serving multiple high-net-worth families. It is not a single-family office tied to one founding fortune, based on its registration as an RIA with no disclosed single wealthy sponsor.
What investment stages does Oxford Planning Group typically target?
The firm primarily targets liquid public markets—equities, fixed income, cash—and allocates to alternative investments such as private equity, real estate, and hedge funds. Direct venture or growth-stage investing is not confirmed from public sources.
Does Oxford Planning Group participate in fund commitments or only direct deals?
Given its RIA/MFO structure, the firm likely uses a mix of commingled funds (mutual funds, ETFs, alternative funds) and separately managed accounts for client portfolios. Direct deal participation is possible but not publicly documented.
How is Oxford Planning Group related to any parent or affiliated entity?
No parent entity or affiliated investment vehicle has been identified in public records. The firm appears to operate as an independent RIA without a publicly known corporate sibling.
Where does the underlying wealth of Oxford Planning Group's clients come from?
Wealth origins for clients are inferred to include business ownership, inheritance, or executive compensation, typical for multi-family office clientele. No specific family fortunes or corporate origins are publicly attributed to the firm.
Does Oxford Planning Group maintain philanthropic structures?
There is no public evidence of a foundation or donor-advised fund directly managed by Oxford Planning Group. The firm may advise clients on charitable giving strategies, but no separate philanthropic entity has been disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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