Oxford Chase Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Oxford Chase Advisors LLC manages approximately $89.6 million across about 320 client relationships and is operated by a three-advisor team. The firm provides discretionary, fee-only portfolio management to individuals (including high-net-worth clients), business entities, trusts, estates and charitable organizations using separately managed accounts at a single custodian.
Client accounts are placed into one or more model portfolios based on a client risk survey and may include client-imposed trading restrictions with firm approval. The models emphasize allocations to individual equities and ETFs and are designed with differing risk, volatility and time-horizon profiles, with periodic reviews and quarterly reporting to clients.
Notably, Oxford Chase offers performance-based fee arrangements to qualified investors under applicable regulatory definitions, a feature that is uncommon among peers of this size. The firm uses a single custodian platform for trade execution and account aggregation and circulates a quarterly newsletter outlining its market views and material portfolio activity.
Client services
Expertise
Fee options
20% of net gain in quarterly market value of portfolio subject to a High Water Mark for qualified clients
Account minimum: $50,000 Fee-only: 1% of portfolio assets under management annually, deducted quarterly in arrears
Main office
Peachtree Corners GA
Advisors at this office
3
Most active in
California · Colorado · Georgia · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Lawyer
They provide legal services, typically billed separately.
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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.
Forms ADV
Advisors at this firm
Manoj M
CFP®, CFA®
Peachtree Corners, GA
Oxford Chase Advisors LLC
Manoj Madhavan is a CFP® and CFA® with 13 years of experience in financial advising. He has been with Oxford Chase Advisors LLC since 2013. Oxford Chase Advisors LLC manages approximately $89.6 million across about 320 client relationships with a three-advisor team. The firm provides discretionary, fee-only portfolio management to individuals, business entities, trusts, estates, and charitable organizations using separately managed accounts and model portfolios tailored to client risk profiles.
Manish K
CFA®
Peachtree Corners, GA
Oxford Chase Advisors LLC
Manish Kapoor is a CFA® charterholder with six years of industry experience. He has worked at Oxford Chase Advisors LLC since 2013 and has held a position at Nokia since 2001. Oxford Chase Advisors LLC manages approximately $89.6 million for around 320 clients through discretionary, fee-only portfolio management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, employing model portfolios with an emphasis on individual equities and ETFs tailored to client risk profiles.
Viswanathan R
CFA®
Peachtree Corners, GA
Oxford Chase Advisors LLC
Viswanathan Ramakrishnan is a CFA® charterholder with 13 years of experience at Oxford Chase Advisors LLC. He has a combined 32 years of industry experience, including 19 years at AT&T prior to joining Oxford Chase Advisors in 2013. Oxford Chase Advisors LLC manages approximately $89.6 million across about 320 client relationships with a three-advisor team. The firm provides discretionary, fee-only portfolio management using model portfolios based on client risk profiles, focusing on individual equities and ETFs, and offers performance-based fee arrangements to qualified investors.
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