A complete list of active advisors currently associated with Blue Ox Capital Management, Inc.

Warmer can help you find a great advisor at Blue Ox Capital Management, Inc. or one who fits your needs even better.

Blue Ox Capital Management provides advisory services to individuals and high‑net‑worth individuals, primarily by selecting and directing clients to third‑party investment advisers and funds rather than executing trades or holding discretionary authority over accounts. The firm’s most recent brochure reports a very small client base and no assets under management, indicating a consultative, referral‑oriented operating model. When recommending managers Blue Ox conducts due diligence through calls, meetings and performance reviews and may allocate across mutual funds, equities, fixed income, ETFs, hedge funds, private equity and options strategies. The firm does not take custody of client assets, does not trade client accounts or recommend custodians, and delivers quarterly reporting while invoicing separately for its manager‑selection services. Notably, Blue Ox’s model differs from many supported peers because it does not provide direct portfolio management or discretionary trading for individual accounts and does not aggregate or bunch trades on behalf of clients. The brochure also discloses a historical SRO‑related complaint (filed in 2011 and settled in 2013) and recent amendments to its third‑party manager selection fee practices, items prospective clients may want to review.

To learn more about the advisors currently working at Blue Ox Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.