A complete list of active advisors currently associated with Oxley Capital Management, LLC
Warmer can help you find a great advisor at Oxley Capital Management, LLC or one who fits your needs even better.
The firm provides financial planning and investment consulting to individual and high‑net‑worth clients through a single‑advisor practice serving a small client base (about 45 clients). It does not directly manage or custody client assets, reporting $0 in AUM while advising on roughly $25.25 million placed with third‑party managers. After gathering financial information and documenting goals, the firm delivers written plans (typically within 30 days) and recommends unaffiliated third‑party managers (TPMs) to implement investment strategies, then monitors TPM performance and acts as liaison rather than executing trades or exercising trading discretion. Compensation comes from hourly or fixed planning fees and from referral arrangements with TPMs (for example, CLS Investments, Gradient Investments, and USA Financial Portformulas) rather than from charging its own percentage‑of‑assets or performance‑based fees. A distinctive aspect of the firm is its affiliation with an insurance practice: the principal is a licensed insurance agent who spends a substantial portion of time selling insurance products and may earn commissions, a relationship the brochure discloses as a potential conflict of interest. Compared with peers, the firm is notable for operating as a small, TPM‑centric advisory practice that emphasizes consulting and manager selection/monitoring over direct portfolio management and asset custody.
To learn more about the advisors currently working at Oxley Capital Management, 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 |
|---|---|---|
North Cape May, NJ
| 10
|
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