A complete list of active advisors currently associated with Ox Lux Advisory LLC

Warmer can help you find a great advisor at Ox Lux Advisory LLC or one who fits your needs even better.

Ox Lux Advisory LLC provides advisory services to individuals, high‑net‑worth individuals, and charitable organizations, offering both financial planning and ongoing portfolio management for individual accounts. The firm prepares a written Investment Policy Statement for each client and can provide discretionary or non‑discretionary management tailored to client goals, time horizons, and risk tolerance. Ox Lux employs a mix of modern portfolio theory, quantitative analysis, and technical analysis and uses a range of strategies including long‑ and short‑term trading, margin, and options where appropriate. The firm emphasizes tailored plans and regular monitoring, conducting at least monthly reviews of client accounts and delivering monthly custodian statements and quarterly written reports. Compared with peers in its regulatory category, Ox Lux is notable for offering financial planning and individualized portfolio management despite being newly formed and reporting no assets or active advisors at this time — services that are statistically uncommon for firms without active registered advisors. It also does not act as a private‑fund adviser, does not utilize third‑party sub‑advisers, and requires clients to use a specific custodian (Altruist), while declining to aggregate block trades for multiple accounts.

To learn more about the advisors currently working at Ox Lux Advisory LLC, 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
Christopher Mason	Chester, VT	1

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