Minneapolis, MN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Oxford Financial Group, Ltd
Multi-team
Firm-wide stats for Oxford Financial Group, Ltd
Clients per advisor
12 Very LowAvg AUM per client
$23,555,415 Very HighHNW client ratio
94% Very HighAbout
Oxford Financial Group, Ltd. serves ultra high‑net‑worth individuals and families, as well as institutional clients, trusts, foundations and closely held business owners. The firm provides family office and chief investment officer (CIO) services, comprehensive financial and estate planning, fiduciary trust administration through an affiliated trust company, and access to private market investments and manager‑of‑managers solutions.
Oxford’s investment approach emphasizes diversified asset allocation across public and alternative asset classes, including private equity, hedge funds and direct‑investment opportunities; the firm operates dedicated investment teams (the Oxford Investment Fellows®) to source and monitor managers. The firm manages a large asset base (about $23.3 billion) and, unusually for an enterprise adviser, manages roughly half of that capital on a non‑discretionary basis (approximately $11.8 billion), offering clients both discretionary and non‑discretionary arrangements and customized IPS‑driven solutions.
Distinctive features compared with many peers include an integrated operating model with affiliated entities that provide trust, private family services and commodity‑pool operations, the formation and management of client pooled LLCs (Savile Row, Regent Street, Berkshire) and an in‑house direct investment arm (Mayfair) that pursues larger control and co‑investment opportunities. The firm also discloses operational practices that may be atypical for peers — for example, explicit policies on aggregating trades, limited use of AI and related risk disclosures, and employee co‑investment in private offerings — all of which create potential conflicts the firm documents and monitors.
Based on Oxford Financial Group, Ltd
Expertise
Based on Oxford Financial Group, Ltd
Location
225 South Sixth Street, Suite 2600
Minneapolis MN 55402
Advisors at this office
3
Advisors at this office
Alec F
Series 65
Minneapolis, MN
Oxford Financial Group, Ltd
Alec Finn is a financial advisor at Oxford Financial Group, Ltd. based in Minneapolis, MN, with a Series 65 credential and two years of industry experience. His prior work includes positions at SRS Acquiom and US Bank, as well as service in the U.S. Navy from 2011 to 2019. Oxford Financial Group serves ultra high-net-worth individuals and families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and chief investment officer services, fiduciary trust administration, and access to private market investments, emphasizing diversified asset allocation across public and alternative asset classes through dedicated investment teams.
Cameron J
CFA®
Minneapolis, MN
Oxford Financial Group, Ltd
Cameron Johnson is a CFA® charterholder with 14 years of industry experience. He has been with Oxford Financial Group, Ltd. since 2011. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients, providing family office, fiduciary trust, and investment management services. The firm emphasizes diversified asset allocation across public and alternative asset classes through dedicated investment teams and offers both discretionary and non-discretionary portfolio management.
Jared N
CFA®, Series 66
Minneapolis, MN
Oxford Financial Group, Ltd
Jared Nishida is a CFA® charterholder with over 23 years of experience in the financial industry. He has worked at Oxford Financial Group, Ltd. since 2010 and previously at KSM Capital Advisors, LLC and Ameriprise. Mr. Nishida serves as a member on the Board of Managers for Baseline Fitness Holdings, LLC. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients by providing family office and CIO services, comprehensive financial planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets and offers both discretionary and non-discretionary investment solutions.
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