Oxford Financial Group

Also known as Oxford

Multi Family Office (MFO)Carmel, United StatesFounded 1981
$30.0B
Assets Under Management
Carmel
Headquarters

About Oxford Financial Group

Oxford Financial Group is a multi-family office based in Indianapolis, Indiana. Established in 1981, the firm provides wealth management advice and family office services to high-net-worth individuals, families, foundations, and endowments. Oxford is one of the largest independent RIA firms in the country with oversight of more than $30 billion in assets under advisement (which includes assets under management). Oxford has 22 Managing Directors in seven market offices who serve over 700 family and institutional clients in 36 states, with offices in Atlanta, Chicago, Cincinnati, Grand Rapids, Indianapolis, Minneapolis and Palm Beach.

Preferred Investment Types

BuyoutCo-InvestmentPrivate EquityGrowth/ExpansionHedge FundOil/GasReal Assets & Natural Resources - GeneralReal Estate - GeneralReal Estate OpportunisticSecondariesVenture CapitalVenture Capital - Later Stage

Preferred Sectors & Themes

Equity/Mutual FundsETFsInvestment ManagementLegal & Tax ServicesRetirement PlanningTrust ManagementWealth & Estate PlanningFinancial ServicesFinanceHigh-Level SectorsNon-ProfitTraditional Investments (Liquid Assets)

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States

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Frequently asked questions

What type of investor is Oxford Financial Group?

Oxford Financial Group is a multi family office (mfo) based in Carmel, United States, managing approximately $30.0B in assets.

Where is Oxford Financial Group headquartered?

Oxford Financial Group is headquartered in Carmel, United States.

How much does Oxford Financial Group manage?

Oxford Financial Group manages approximately $30.0B in assets under management.

When was Oxford Financial Group founded?

Oxford Financial Group was founded in 1981.

What does Oxford Financial Group invest in?

Oxford Financial Group focuses on Buyout, Co-Investment, Private Equity, Growth/Expansion, Hedge Fund, Oil/Gas, Real Assets & Natural Resources - General, Real Estate - General.

How can I contact Oxford Financial Group?

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