Oxford Wealth Group, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 319561
- SEC number
- 801-124718
- Firm type
- RIA
- Assets under management
- $327.9M as of May 5, 2026
- Website
- www.instagram.com/oxfordadvisorygroup ↗
- Phone
- 407-495-2004
- Address
- 111 N. Orange Avenue, Orlando, FL, 32801
Advisors at this firm
8 in our index · page 1 of 1
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Scott Richard ClementiCRD 2932064 · Orlando, FLIA RegisteredRegistration inactive
-
Samuel Josiah DixonCRD 6579050 · Orlando, FLIA Registered
-
Jordan Daniel KnapkeCRD 8048777 · Orlando, FLIA Registered
-
Skylar Elizabeth KunauCRD 7902739 · Orlando, FLIA Registered
-
Christopher Clay McananyCRD 6930341 · Tampa, FLIA RegisteredRegistration inactive
-
John PassaroCRD 2512550 · Orlando, FLIA Registered
-
Trent Michael RogyCRD 7326411 · Orlando, FLIA Registered
-
Chad Anthony SafierCRD 6677140 · Orlando, FLIA RegisteredRegistration inactive
1–8 of 8
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.
SEC IAPD record for firm CRD 319561 ↗
FINRA BrokerCheck record for firm CRD 319561 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.