Oxford Financial Group

What Oxford Financial Group does

Oxford Financial Group, Ltd. is a privately held, fee-only registered investment advisor founded in 1981 and headquartered in Carmel, Indiana. The firm delivers comprehensive wealth management to ultra-high-net-worth families and institutions across 36 states through seven offices (Carmel, Atlanta, Chicago, Cincinnati, Grand Rapids, Minneapolis, and Palm Beach), managing $38 billion+ in assets under advisement for 700+ client families and institutions as of December 31, 2024. Service lines include Investment Advisory, Family Office Services, Institutional Consulting for endowments/foundations and retirement plans, Private Family Services, and trust/fiduciary services through The Private Trust Company of Oxford, with each client assigned two Managing Directors (one focused on investments, one on family office).

The firm's core technology is the Oxford Eye Portal, built on Addepar and Tamarac infrastructure, which aggregates multi-custodian holdings and layers AI-driven analytics, machine learning, and predictive analytics for advisor and client use. Proprietary investment frameworks include Oxford Outcome Based Investing, Tax Managed Equity Investing, and Bespoke Generational Solutions, alongside an in-house private equity division, Mayfair Capital Partners, which makes direct investments of $50-125 million per deal and was seeded with approximately $500 million of initial AUM and $300 million of additional capital.

Oxford operates a true fee-only compensation model with no commissions, referral fees, or revenue sharing, generating recurring advisory revenue from clients. The firm is owned by its partners with voting shares held in a Delaware Dynasty Trust, with no outside capital or private equity investment. Distribution is high-touch and referral-driven, with a selective Value Council that screens prospective clients and seven regional offices that support relationship-led, multigenerational engagements.

Name

Oxford Financial Group

Legal name

Oxford Financial Group, Ltd.

Website

https://ofgltd.com

Company type

Private

Founded year

1981

Operating status

Operating

Headcount range

101–250 employees

Short description

Oxford Financial Group is a privately held, fee-only registered investment advisor founded in 1981 that delivers wealth management, family office, trust, institutional consulting, and direct private equity services to 700+ ultra-high-net-worth families and institutions across 36 states, managing $38B+ in assets under advisement.

Ownership category

akta.pro rank

Product category

Wealth Management / Registered Investment Advisor

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Trusts, Estates, and Agency Accounts (52592), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

akta.pro secondary industries

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

Keywords

• Wealth management services
• Registered investment advisor
• Multi-family office
• Estate planning services
• Institutional investment consulting

Headquarters

HQ city

Carmel

HQ country

United States

HQ region

North America

Offices8 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory Fees: Oxford operates as a true fee-only financial advisor. Being fee-only means the firm is compensated directly by clients for advice, plan creation, and implementation, and does not receive commissions, referral fees, or revenue sharing from any financial product providers. This model eliminates conflicts of interest and ensures advice is in the client's best interest.

Pricing tiers

Go-to-market motion2 records

Distribution channels8 records

Marketing channels6 records

Core offering

Oxford Financial Group is a fee-only registered investment advisor and multi-family office that delivers investment advisory, family office, institutional consulting, trust, and private equity services to ultra-high-net-worth families and institutions. The firm pairs each client with two Managing Director Partners—one focused on investment management and one on family office services—and supplements its advice with proprietary strategies such as Oxford Outcome Based Investing and Tax Managed Equity Investing, in-house private equity through Mayfair Capital Partners, and the Oxford Eye Portal digital platform.

Product overview

Oxford Financial Group operates as a multi-family office and registered investment advisor offering a coordinated suite of wealth management services. The core offering consists of Investment Advisory Services, Family Office Services, Institutional Consulting Services, and Private Family Services of Oxford, supported by The Private Trust Company of Oxford. The firm provides access to private equity through its Mayfair Capital Partners division and delivers client portfolio management through the Oxford Eye Portal platform. Services are delivered through a team model pairing Managing Directors specializing in investment management with those focused on family office services. The firm emphasizes exclusivity, fee-only pricing, and long-term multigenerational wealth planning for ultra-high-net-worth families and institutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory Services
• Family Office Services
• Private Family Services of Oxford®
• The Private Trust Company of Oxford™
• Institutional Consulting Services
• Mayfair Capital Partners™
• Oxford Eye Portal
• Differentiated Tax Management Strategies (Tax Managed Equity Investing)
• Oxford Investment Fellows®

Quantifiable outcome

• $38 billion+ in assets under advisement as of December 31, 2024
• +3 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature3 records

Partnerships

Ten partnerships are on record, tiered current portfolio, past investment, core infrastructure and business partnership.

• Tile Redi Holdings LLCcurrent portfolioStrategic or Co-development Partner · 28 February 2022Mayfair Capital Partners, a division of Oxford Financial Group, acquired Tile Redi Holdings LLC, a Charlotte-based manufacturer of innovative shower products. The acquisition was completed on February 28, 2022, and aims to support Tile Redi's growth and innovation efforts. Tile Redi operates manufacturing facilities in Indiana and has a history of product innovation and awards.
• Baseline Fitnesscurrent portfolioStrategic or Co-development PartnerBaseline Fitness, founded in 2009 and headquartered in Fargo, North Dakota, is a leading franchisee of Planet Fitness health clubs with 100 gym locations. It is a portfolio company of Mayfair Capital Partners.
• Innovative Display Workscurrent portfolioStrategic or Co-development PartnerFounded in 2000, Innovative Display Works is a leading designer and distributor of mission-critical refrigeration and display units used to increase consumption sales, impulse purchases and cross-selling opportunities. It is a portfolio company of Mayfair Capital Partners.
• Poly-Wood Inc.past investmentOthersFounded in 1990, Poly-Wood Inc. is a leading provider of high-quality outdoor furniture using plastic lumber made from recycled materials. Products are sold through leading retailers throughout the United States. This was a past investment by Mayfair Capital Partners.
• Ontario Systemspast investmentOthersOntario Systems, founded in 1978, is the leading provider of proprietary software solutions and related services for accounts receivable management and collections. Used by third-party collection agencies and healthcare service providers. This was a past investment by Mayfair Capital Partners.
• Parkway Productspast investmentOthersParkway Aerospace and Parkway EMP are divisions of Parkway Products Inc., manufacturers of highly engineered components and sub-assemblies made from composites, plastics, magnesium and elastomers. Founded in 1946. This was a past investment by Mayfair Capital Partners.
• PayLink Payment Planspast investmentOthersFounded in 2006, PayLink Payment Plans, LLC is a leading provider of short-term collateralized financing and transaction processing for the sale of Vehicle Service Contracts (VSC). This was a past investment by Mayfair Capital Partners.
• Addeparcore infrastructureTechnology or IntegrationTechnology partner powering the Oxford Eye Portal platform for portfolio aggregation and analysis.
• Tamaraccore infrastructureTechnology or IntegrationTechnology partner powering the Oxford Eye Portal platform for client access to portfolio performance, holdings, and transactions.
• Planet Fitness Inc.business partnershipStrategic or Co-development PartnerPlanet Fitness Inc. (NYSE: PLNT) is the franchisor of Planet Fitness gym locations. Baseline Fitness, a Mayfair Capital Partners portfolio company, is a leading franchisee of Planet Fitness with 100 gym locations. Planet Fitness is one of the largest and fastest-growing franchisors and operators of fitness centers in the United States.

Scale indicators9 records

Recent moves12 records

Expansion highlights6 records

Broad incumbents

• Goldman Sachs Private Wealth Management: Wirehouse-affiliated private wealth division serving UHNW clients with investment advisory and family office-style services. Broad incumbent that competes with Oxford for high-end UHNW relationships.
• JPMorgan Private Bank: Wirehouse-affiliated private bank serving UHNW individuals, families, and institutions globally. Broad incumbent in the UHNW and institutional wealth segments where Oxford competes.
• Northern Trust Wealth Management: Large publicly traded wealth manager with a substantial UHNW practice and institutional consulting for endowments/foundations. Broad incumbent competitor in the same UHNW and institutional segments Oxford serves.

Emerging players

• Cerity Partners: Independent wealth management and multi-family office platform formed through PE-backed roll-ups, serving UHNW clients with comprehensive advisory services. Emerging consolidator peer that has grown rapidly via acquisitions.

Direct peers

• Brown Brothers Harriman: Privately held private bank and wealth manager serving UHNW families, endowments, and foundations. Direct peer given shared fee-based model, multigenerational focus, and independent partnership ownership.
• Bessemer Trust: Privately held multi-family office serving UHNW families with investment management, trust, and family office services. Closest direct competitor to Oxford, with comparable scale, fee-only model, and selective client approach.
• Glenmede: Independent, employee-owned investment and wealth management firm with multi-family office services. Direct peer given shared focus on UHNW families, endowment/foundation consulting, and independence from consolidators.
• Rockefeller Capital Management: Multi-family office and private investment platform serving UHNW families with comprehensive wealth advisory, asset management, and family office services. Direct peer in the UHNW multi-family office category.
• CIBC Private Wealth: Private wealth division serving high-net-worth individuals, families, and institutions with investment advisory and family office services. Direct peer in the UHNW wealth management and institutional consulting space.
• Geneva Capital Group: Independent, fee-only RIA and multi-family office serving UHNW families in the Midwest. Direct peer to Oxford given similar selectivity, family office services, and Midwest concentration.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/oxford-financial-group-ltd.

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Subsidiaries8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Oxford Financial Group