Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv)
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$131,389,389
Clients
68
Advisors
2
of 2 employees
About
Frugé Capital Advisors provides fee-only advisory services primarily to individuals and families and also works with nonprofits, trusts, estates, small businesses and retirement plans. The firm offers discretionary investment management, financial planning, institutional consulting and retirement-plan advisory services, and may serve in fiduciary roles for plan sponsors through third-party solutions.
The firm builds globally diversified, multi-asset-class portfolios using strategic asset allocation informed by modern portfolio theory, with tactical or dynamic overlays applied as market conditions warrant. Portfolios typically combine passive core exposures with active satellite managers or third‑party strategists; the firm conducts due diligence and ongoing monitoring while custodial and execution services are provided by external custodians and platform partners.
A noteworthy characteristic is the firm’s material affiliation with a related law practice and principals who maintain legal practices, which the brochure discloses and which clients may elect to use for estate, charitable and tax matters; the firm states this relationship is disclosed to clients and may create potential conflicts of interest. With a small advisory team managing roughly $141 million for fewer than 100 clients, the firm emphasizes coordinated wealth-management work that can include legal and institutional-planning resources rather than commission-based product sales.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.90% $5,000,001 - $7,500,000: 0.75% $7,500,001 - $10,000,000: 0.50% $10,000,001 - $15,000,000: 0.40% $15,000,001+: 0.25%
Hourly planning rate typically $225-$250 per hour
Minimum fee: Financial planning minimum fee generally $750, fee range $750 to $2,000, negotiable Fee-only: Fee-only investment advisory firm, no commissions accepted.
Main office
2086 Old Taylor Road, Suite 1013
Oxford MS 38655
Advisors at this office
2
Most active in
Louisiana
Also doing business as
Fruge' Capital Advisors (Formerly Oxford Investment Advisors) · Fruge' Capital Advisors, LLC · Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv) · Oxford Investment Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Don F
Series 65
Oxford, MS
Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv)
Don Fruge Jr. is a Series 65 licensed financial advisor with 19 years of industry experience. He is a partner at Fruge' Capital Advisors, LLC (formerly Oxford Investment Advisors) and also maintains a legal practice as a partner at Fruge' Law Firm, PLLC, dedicating 10-25% of his time to providing legal services outside of investment advising. Fruge' Capital Advisors offers fee-only advisory services primarily to individuals and families, as well as nonprofits, trusts, estates, small businesses, and retirement plans. The firm employs a globally diversified, multi-asset-class investment approach with both passive and active elements and integrates coordinated wealth management that includes legal and institutional planning resources.
Don F
Series 65
Oxford, MS
Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv)
Don Fruge is a financial advisor at Fruge' Capital Advisors, LLC with 19 years of industry experience. He holds a Series 65 designation and has been involved with Oxford Investment Advisors, PLLC since 2009. In addition to his advisory role, Fruge is a partner at Fruge' Law Firm, PLLC, where he provides legal services and dedicates approximately 10-25% of his time. Fruge' Capital Advisors offers fee-only advisory services primarily to individuals and families, as well as nonprofits, trusts, estates, small businesses, and retirement plans. The firm employs a globally diversified, multi-asset-class investment approach incorporating strategic asset allocation with both passive and active management components, and maintains a material affiliation with a related law practice that some clients may utilize for estate, charitable, and tax matters.
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