A complete list of active advisors currently associated with Oxbow Advisors, LLC

Warmer can help you find a great advisor at Oxbow Advisors, LLC or one who fits your needs even better.

Oxbow Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, foundations, corporations and other advisers. The firm also offers corporate retirement plan consulting, acts as a sub‑adviser, participates in wrap‑fee programs, and publishes periodicals and conducts educational seminars and workshops. The firm’s investment process emphasizes identifying undervalued equities and appropriate asset allocation using macroeconomic, fundamental, technical and sector analysis, and it implements a range of strategies (including Conservative Fixed Income, High Income, Dividend Growth, Long‑Term Growth and Multi‑Cap). Oxbow manages client portfolios on a discretionary basis and routinely employs trading tools such as options, short sales and margin/borrowing when preauthorized by clients. Compared with many peers, Oxbow manages a relatively large amount of assets per advisor—about $2.46 billion in discretionary AUM across eleven advisors—which affects its scale and operational arrangements. The firm is affiliated with a broker‑dealer and describes related clearing and revenue‑sharing relationships (including a 2024 clearing transition) that it discloses and monitors for conflicts of interest; it also disclosed a settled SEC enforcement matter (May 29, 2020) concerning mutual fund share‑class selection, including specified remedial payments.

To learn more about the advisors currently working at Oxbow Advisors, 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.

You can also browse Oxbow Advisors, LLC's office locations.