OXFORD FINANCIAL GROUP, LTD. LLC
SEC file number 801-20692
· CARMEL, IN
https://oxfordclub.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$18.20B
Discretionary AUM
$7.79B
Employees
150
Clients
—
Firm
- Address
- 11711 NORTH MERIDIAN STREET
CARMEL, IN 46032 - Phone
- —
- Website
- https://oxfordclub.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
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- Upward Financial Inc. Medium name-match confidence · CIK 1963585 · WA
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Sword Financial Corp. · D · Nov 2, 2026$60.1M
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Optus Financial Corp · D · Oct 27, 2026$35M
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Opto Financial Inc · D · Jul 21, 2026$250K
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HBT Financial, Inc. · D · Apr 9, 2026$85M
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BNH Financial · D · Apr 3, 2026$40M
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M FINANCIAL HOLDINGS INC · D · Mar 13, 2026$8.9M
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W FINANCIAL FUND, LP · D/A · Jan 23, 2026
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ENB Financial Corp · D · Dec 22, 2025$42.5M
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Upward Financial Inc. · D · Nov 10, 2025$9.1M
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F&M FINANCIAL CORP · D · Jul 16, 2025$60M
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Orrick Financial Corp · D · May 22, 2025$6M
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M FINANCIAL HOLDINGS INC · D · Mar 17, 2025$6.8M
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W FINANCIAL FUND, LP · D/A · Jan 29, 2025
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Forward Financial Holdings Inc. · D · Jan 10, 2025$325K