OXFORD FINANCIAL GROUP, LTD. LLC
Legal name: OXFORD FINANCIAL GROUP, LTD
CRD #105303 SEC #801-20692 CARMEL, IN 317-843-5678
SEC Registered Private Funds
Total AUM
$19.7B
Discretionary
$9B
Employees
154
Clients
251
Accounts
6,467
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $19.7B | $9B | $10.6B | 154 | 0 |
| Apr 2025 | $19.7B | $9B | $10.6B | 154 | 0 |
| Mar 2025 | $19.7B | $9B | $10.6B | 154 | 0 |
| Mar 2025 | $18.2B | $7.8B | $10.4B | 150 | 0 |
| Jan 2025 | $18.2B | $7.8B | $10.4B | 150 | 0 |
| Dec 2024 | $18.2B | $7.8B | $10.4B | 150 | 0 |
| Jul 2024 | $18.2B | $7.8B | $10.4B | 150 | 0 |
| Mar 2024 | $18.2B | $7.8B | $10.4B | 150 | 0 |
| Dec 2023 | $15.6B | $6.5B | $9.1B | 159 | 0 |
| Dec 2023 | $15.6B | $6.5B | $9.1B | 159 | 0 |
| Nov 2023 | $15.6B | $6.5B | $9.1B | 159 | 0 |
| Oct 2023 | $15.6B | $6.5B | $9.1B | 159 | 0 |
| Sep 2023 | $15.6B | $6.5B | $9.1B | 159 | 0 |
| Sep 2023 | $15.6B | $6.5B | $9.1B | 159 | 0 |
| Aug 2023 | $15.6B | $6.5B | $9.1B | 159 | 0 |
| Jul 2023 | $15.6B | $6.5B | $9.1B | 159 | 0 |
| Jun 2023 | $15.6B | $6.5B | $9.1B | 159 | 0 |
| Jun 2023 | $15.6B | $6.5B | $9.1B | 159 | 0 |
| Mar 2023 | $15.6B | $6.5B | $9.1B | 159 | 0 |
| Jan 2023 | $17.1B | $7.3B | $9.8B | 133 | 0 |
| Oct 2022 | $17.1B | $7.3B | $9.8B | 133 | 0 |
| Jun 2022 | $17.1B | $7.3B | $9.8B | 133 | 0 |
| Mar 2022 | $17.1B | $7.3B | $9.8B | 133 | 0 |
| Jan 2022 | $14.8B | $6.3B | $8.5B | 117 | 0 |
| Oct 2021 | $14.8B | $6.3B | $8.5B | 117 | 0 |
| Mar 2021 | $14.8B | $6.3B | $8.5B | 117 | 0 |
| Mar 2021 | $14.8B | $6.3B | $8.5B | 117 | 0 |
| Dec 2020 | $13.1B | $5.7B | $7.4B | 113 | 0 |
| Nov 2020 | $13.1B | $5.7B | $7.4B | 113 | 0 |
| Aug 2020 | $13.1B | $5.7B | $7.4B | 113 | 0 |
| Jun 2020 | $13.1B | $5.7B | $7.4B | 113 | 0 |
| Apr 2020 | $13.1B | $5.7B | $7.4B | 113 | 0 |
| Mar 2020 | $11B | $3.9B | $7.1B | 153 | 0 |
| Nov 2019 | $11B | $3.9B | $7.1B | 153 | 0 |
| Mar 2019 | $11B | $3.9B | $7.1B | 153 | 0 |
| Mar 2018 | $11.6B | $3.1B | $8.5B | 150 | 0 |
| Mar 2017 | $13.3B | $2.5B | $10.9B | 150 | 900 |
| Jan 2017 | $13.6B | $2.7B | $10.9B | 145 | 800 |
| Dec 2016 | $13.6B | $2.7B | $10.9B | 145 | 800 |
| Aug 2016 | $13.6B | $2.7B | $10.9B | 145 | 800 |
| Mar 2016 | $13.6B | $2.7B | $10.9B | 145 | 800 |
| Oct 2015 | $13.8B | $2.2B | $11.6B | 130 | 700 |
| Mar 2015 | $13.8B | $2.2B | $11.6B | 130 | 700 |
| Oct 2014 | $12.5B | $1.7B | $10.7B | 130 | 600 |
| Oct 2014 | $12.5B | $1.7B | $10.7B | 130 | 600 |
| Mar 2014 | $12.5B | $1.7B | $10.7B | 130 | 600 |
| Mar 2013 | $10.8B | $1B | $9.8B | 130 | 600 |
| Mar 2012 | $10B | $473M | $9.5B | 51 | 600 |
| Apr 2011 | $10.4B | $393.5M | $10B | 51 | -- |
| Mar 2011 | $10.4B | $393.5M | $10B | 51 | -- |
| May 2010 | $8.4B | $372M | $8.1B | 51 | -- |
| Mar 2008 | $783.7M | $0 | $783.7M | 51 | -- |
| Oct 2007 | $7.9B | $0 | $7.9B | 51 | -- |
| Mar 2007 | $7.4B | $0 | $7.4B | 51 | -- |
| Mar 2006 | $7.6B | $0 | $7.6B | 51 | -- |
| Dec 2003 | $6.4B | $0 | $6.4B | 51 | -- |
| Apr 2002 | $7.1B | $0 | $7.1B | 51 | -- |
| Aug 2001 | $6.8B | $0 | $6.8B | 51 | -- |
| Jun 2001 | $6.8B | $0 | $6.8B | 51 | -- |
DateJun 2025
Total AUM$19.7B
Discretionary$9B
Non-Disc.$10.6B
Employees154
Clients0
DateApr 2025
Total AUM$19.7B
Discretionary$9B
Non-Disc.$10.6B
Employees154
Clients0
DateMar 2025
Total AUM$19.7B
Discretionary$9B
Non-Disc.$10.6B
Employees154
Clients0
DateMar 2025
Total AUM$18.2B
Discretionary$7.8B
Non-Disc.$10.4B
Employees150
Clients0
DateJan 2025
Total AUM$18.2B
Discretionary$7.8B
Non-Disc.$10.4B
Employees150
Clients0
DateDec 2024
Total AUM$18.2B
Discretionary$7.8B
Non-Disc.$10.4B
Employees150
Clients0
DateJul 2024
Total AUM$18.2B
Discretionary$7.8B
Non-Disc.$10.4B
Employees150
Clients0
DateMar 2024
Total AUM$18.2B
Discretionary$7.8B
Non-Disc.$10.4B
Employees150
Clients0
DateDec 2023
Total AUM$15.6B
Discretionary$6.5B
Non-Disc.$9.1B
Employees159
Clients0
DateDec 2023
Total AUM$15.6B
Discretionary$6.5B
Non-Disc.$9.1B
Employees159
Clients0
DateNov 2023
Total AUM$15.6B
Discretionary$6.5B
Non-Disc.$9.1B
Employees159
Clients0
DateOct 2023
Total AUM$15.6B
Discretionary$6.5B
Non-Disc.$9.1B
Employees159
Clients0
DateSep 2023
Total AUM$15.6B
Discretionary$6.5B
Non-Disc.$9.1B
Employees159
Clients0
DateSep 2023
Total AUM$15.6B
Discretionary$6.5B
Non-Disc.$9.1B
Employees159
Clients0
DateAug 2023
Total AUM$15.6B
Discretionary$6.5B
Non-Disc.$9.1B
Employees159
Clients0
DateJul 2023
Total AUM$15.6B
Discretionary$6.5B
Non-Disc.$9.1B
Employees159
Clients0
DateJun 2023
Total AUM$15.6B
Discretionary$6.5B
Non-Disc.$9.1B
Employees159
Clients0
DateJun 2023
Total AUM$15.6B
Discretionary$6.5B
Non-Disc.$9.1B
Employees159
Clients0
DateMar 2023
Total AUM$15.6B
Discretionary$6.5B
Non-Disc.$9.1B
Employees159
Clients0
DateJan 2023
Total AUM$17.1B
Discretionary$7.3B
Non-Disc.$9.8B
Employees133
Clients0
DateOct 2022
Total AUM$17.1B
Discretionary$7.3B
Non-Disc.$9.8B
Employees133
Clients0
DateJun 2022
Total AUM$17.1B
Discretionary$7.3B
Non-Disc.$9.8B
Employees133
Clients0
DateMar 2022
Total AUM$17.1B
Discretionary$7.3B
Non-Disc.$9.8B
Employees133
Clients0
DateJan 2022
Total AUM$14.8B
Discretionary$6.3B
Non-Disc.$8.5B
Employees117
Clients0
DateOct 2021
Total AUM$14.8B
Discretionary$6.3B
Non-Disc.$8.5B
Employees117
Clients0
DateMar 2021
Total AUM$14.8B
Discretionary$6.3B
Non-Disc.$8.5B
Employees117
Clients0
DateMar 2021
Total AUM$14.8B
Discretionary$6.3B
Non-Disc.$8.5B
Employees117
Clients0
DateDec 2020
Total AUM$13.1B
Discretionary$5.7B
Non-Disc.$7.4B
Employees113
Clients0
DateNov 2020
Total AUM$13.1B
Discretionary$5.7B
Non-Disc.$7.4B
Employees113
Clients0
DateAug 2020
Total AUM$13.1B
Discretionary$5.7B
Non-Disc.$7.4B
Employees113
Clients0
DateJun 2020
Total AUM$13.1B
Discretionary$5.7B
Non-Disc.$7.4B
Employees113
Clients0
DateApr 2020
Total AUM$13.1B
Discretionary$5.7B
Non-Disc.$7.4B
Employees113
Clients0
DateMar 2020
Total AUM$11B
Discretionary$3.9B
Non-Disc.$7.1B
Employees153
Clients0
DateNov 2019
Total AUM$11B
Discretionary$3.9B
Non-Disc.$7.1B
Employees153
Clients0
DateMar 2019
Total AUM$11B
Discretionary$3.9B
Non-Disc.$7.1B
Employees153
Clients0
DateMar 2018
Total AUM$11.6B
Discretionary$3.1B
Non-Disc.$8.5B
Employees150
Clients0
DateMar 2017
Total AUM$13.3B
Discretionary$2.5B
Non-Disc.$10.9B
Employees150
Clients900
DateJan 2017
Total AUM$13.6B
Discretionary$2.7B
Non-Disc.$10.9B
Employees145
Clients800
DateDec 2016
Total AUM$13.6B
Discretionary$2.7B
Non-Disc.$10.9B
Employees145
Clients800
DateAug 2016
Total AUM$13.6B
Discretionary$2.7B
Non-Disc.$10.9B
Employees145
Clients800
DateMar 2016
Total AUM$13.6B
Discretionary$2.7B
Non-Disc.$10.9B
Employees145
Clients800
DateOct 2015
Total AUM$13.8B
Discretionary$2.2B
Non-Disc.$11.6B
Employees130
Clients700
DateMar 2015
Total AUM$13.8B
Discretionary$2.2B
Non-Disc.$11.6B
Employees130
Clients700
DateOct 2014
Total AUM$12.5B
Discretionary$1.7B
Non-Disc.$10.7B
Employees130
Clients600
DateOct 2014
Total AUM$12.5B
Discretionary$1.7B
Non-Disc.$10.7B
Employees130
Clients600
DateMar 2014
Total AUM$12.5B
Discretionary$1.7B
Non-Disc.$10.7B
Employees130
Clients600
DateMar 2013
Total AUM$10.8B
Discretionary$1B
Non-Disc.$9.8B
Employees130
Clients600
DateMar 2012
Total AUM$10B
Discretionary$473M
Non-Disc.$9.5B
Employees51
Clients600
DateApr 2011
Total AUM$10.4B
Discretionary$393.5M
Non-Disc.$10B
Employees51
Clients--
DateMar 2011
Total AUM$10.4B
Discretionary$393.5M
Non-Disc.$10B
Employees51
Clients--
DateMay 2010
Total AUM$8.4B
Discretionary$372M
Non-Disc.$8.1B
Employees51
Clients--
DateMar 2008
Total AUM$783.7M
Discretionary$0
Non-Disc.$783.7M
Employees51
Clients--
DateOct 2007
Total AUM$7.9B
Discretionary$0
Non-Disc.$7.9B
Employees51
Clients--
DateMar 2007
Total AUM$7.4B
Discretionary$0
Non-Disc.$7.4B
Employees51
Clients--
DateMar 2006
Total AUM$7.6B
Discretionary$0
Non-Disc.$7.6B
Employees51
Clients--
DateDec 2003
Total AUM$6.4B
Discretionary$0
Non-Disc.$6.4B
Employees51
Clients--
DateApr 2002
Total AUM$7.1B
Discretionary$0
Non-Disc.$7.1B
Employees51
Clients--
DateAug 2001
Total AUM$6.8B
Discretionary$0
Non-Disc.$6.8B
Employees51
Clients--
DateJun 2001
Total AUM$6.8B
Discretionary$0
Non-Disc.$6.8B
Employees51
Clients--