A complete list of active advisors currently associated with Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv)

Warmer can help you find a great advisor at Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv) or one who fits your needs even better.

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.

To learn more about the advisors currently working at Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv), 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.

Name	Location	Years of experience
Don Fruge Jr.	Oxford, MS	18
Don Fruge	Oxford, MS	18

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