Oxford Financial Group, Ltd

Firm record

As recorded in SEC IAPD

Firm CRD

105303

SEC number

801-20692

Firm type

RIA

Assets under management

$23.3B as of Mar 31, 2026

Website

www.ofgltd.com ↗

Phone

317-843-5678

Address

11711 North Meridian Street, Carmel, IN, 46032

Advisors at this firm

50 in our index · page 1 of 1

• Jacqueline Kay ArmstrongCRD 4639892 · Carmel, IN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kristina R BaronCRD 5276909 · Carmel, IN
  IA Registered
• Natalie Marie BennettCRD 4932897 · Grand Rapids, MI
  IA RegisteredRegistration inactive
• Jarret D. BlumCRD 4380142 · Chicago, IL
  IA RegisteredRegistration inactive
• Jason Robert BrinksCRD 3107035 · Grand Rapids, MI
  IA Registered
• Dustin Anthony BrownCRD 5058494 · Carmel, IN
  IA RegisteredRegistration inactive
• Charles Rush CarterCRD 6557071 · Carmel, IN
  IA RegisteredRegistration inactive
• Laura Jane ClarkCRD 2268084 · Chicago, IL
  IA Registered
• Kevin CoquilletteCRD 6208811 · Minneapolis, MN
  IA RegisteredRegistration inactive
• Austin CareyCRD 7152794 · Chicago, IL
  IA RegisteredRegistration inactive
• Charles Richard DavisCRD 5441093 · Carmel, IN
  IA Registered
• Neal Gregg DavisCRD 5008386 · Cincinnati, OH
  IA Registered
• Russell George DeliberoCRD 5393165 · Atlanta, GA
  IA RegisteredRegistration inactive
• Tania A. DevriesCRD 8031359 · Grand Rapids, MI
  IA Registered
• Andrew Donald FilauroCRD 6213634 · Palm Beach, FL
  IA RegisteredRegistration inactive
• Daniel Joseph FordCRD 6882501 · Steamboat, CO
  IA Registered
• Barton Craig FrancisCRD 4520663 · Palm Beach, FL
  IA RegisteredRegistration inactive
• Alec Leverenz FinnCRD 7870844 · Minneapolis, MN
  IA Registered
• Christopher Bradford GioiaCRD 5732625 · Palm Beach, FL
  IA Registered
• Richard V. HallCRD 4773511 · Carmel, IN
  IA Registered
• Jennifer Lynne HammelCRD 7559493 · Carmel, IN
  IA Registered
• Cameron Robert JohnsonCRD 2600024 · Minneapolis, MN
  IA Registered
• Carl Steven JacksonCRD 5675065 · Carmel, IN
  IA Registered
• Melia Breeze KrummCRD 4372017 · Carmel, IN
  IA RegisteredRegistration inactive
• Michael Everett LarsonCRD 4270604 · Carmel, IN
  IA Registered
• David M LewisCRD 5564942 · Chicago, IL
  IA Registered
• Zachary Shaw LittletonCRD 5295870 · Grand Rapids, MI
  IA RegisteredRegistration inactive
• Joseph Parker MitchellCRD 5162465 · Atlanta, GA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Christopher E McgrawCRD 4651055 · Columbus, OH
  IA Registered
• Jared Andrew NishidaCRD 4537038 · Minneapolis, MN
  IA Registered
• Christian Graham NallenwegCRD 5245665 · Atlanta, GA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jacquelyn Marie NolanCRD 7495795 · Carmel, IN
  IA Registered
• Emily O PatteeCRD 6012167 · Chicago, IL
  IA RegisteredRegistration inactive
• Robert Dale RamseyCRD 7348287 · Carmel, IN
  IA Registered
• Michelle Ann ReichertCRD 4537603 · Carmel, IN
  IA Registered
• Peter Nielsen ReistCRD 4703846 · Carmel, IN
  IA Registered
• Henry Tyler RosserCRD 7892106 · Carmel, IN
  IA Registered
• Terilyn SchwartzCRD 6292190 · Carmel, IN
  IA RegisteredRegistration inactive
• Jeffery Hal StromanCRD 1107272 · Carmel, IN
  IA Registered
  Disclosure event(s) on record
• Ryan Tyler ShidlerCRD 7315543 · Carmel, IN
  IA Registered
• Jameson K StadyCRD 6642502 · Atlanta, GA
  IA RegisteredRegistration inactive
• Jeffrey Hugh ThomassonCRD 1041291 · Carmel, IN
  IA Registered
• Robert Mead TwitchellCRD 4323593 · Carmel, IN
  IA Registered
• Julia Swallow WeaverCRD 1401915 · Carmel, IN
  IA Registered
• Timothy Edward WittenbrookCRD 1779926 · Cincinnati, OH
  IA Registered
• James Russell WrightCRD 4534974 · Carmel, IN
  IA Registered
• Ashlee Danette WaltonCRD 6801721 · Cincinnati, OH
  IA Registered
• Adam Caleb WardCRD 2844507 · Carmel, IN
  IA RegisteredRegistration inactive
• Robert Lynn WebbCRD 7345254 · Carmel, IN
  IA Registered
• Stephen Bowden WilkinsCRD 2546528 · Atlanta, GA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.