RIA Intelligence

OXENFREE CAPITAL LLC

Legal name: OXENFREE FINANCIAL

CRD #327105 SEC #801-128275 MELBOURNE, FL 321-722-7882
SEC Registered
Total AUM
$168.4M
Discretionary
$142.1M
Employees
8
Clients
10
Accounts
1,513

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 25, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BUNCH, LUKEICHIEF COMPLIANCE OFFICERNA Control
BUNCH, LUKE, JONATHANICHIEF COMPLIANCE OFFICERNA Control
BUNCH, LUKE, JONATHANICHIEF COMPLIANCE OFFICERNA Control
BUNCH, LUKE, JONATHANICHIEF COMPLIANCE OFFICERNA Control
BUNCH, LUKE, JONATHANICHIEF COMPLIANCE OFFICERNA Control
BUNCH, LUKE, JONATHANICHIEF COMPLIANCE OFFICERNA Control
BUNCH, LUKE, JONATHANICHIEF COMPLIANCE OFFICERNA Control
BUNCH, LUKE, JONATHANICHIEF COMPLIANCE OFFICERNA Control
BUNCH, LUKE, JONATHANICHIEF COMPLIANCE OFFICERNA Control
BUNCH, LUKE, JONATHANICHIEF COMPLIANCE OFFICERNA Control
BUNCH, LUKE, JONATHANICHIEF COMPLIANCE OFFICERNA Control
PHILLIPS, JAMESIPRESIDENT, CCOE Control
PHILLIPS, JAMESIPRESIDENT, CCOE Control
PHILLIPS, JAMESIPRESIDENTE Control
PHILLIPS, JAMESIPRESIDENT, CCOE Control
PHILLIPS, JAMESIPRESIDENTE Control
PHILLIPS, JAMESIPRESIDENT, CCOE Control
PHILLIPS, JAMESIPRESIDENTE Control
PHILLIPS, JAMESIPRESIDENT, CCOE Control
PHILLIPS, JAMESIPRESIDENTE Control
PHILLIPS, JAMESIPRESIDENT, CCOE Control
PHILLIPS, JAMESIPRESIDENT, CCOE Control
PHILLIPS, JAMESIPRESIDENTE Control
PHILLIPS, JAMESIPRESIDENTE Control
PHILLIPS, JAMESIPRESIDENTE Control
PHILLIPS, JAMESIPRESIDENTE Control
PHILLIPS, JAMESIPRESIDENTE Control
PHILLIPS, JAMES, XERXESIPRESIDENTE Control
PHILLIPS, JAMES, XERXESIPRESIDENTE Control

Registrations

Federal

IA
Aug 25, 2025 REGISTERED

Notice Filings (8)

FL GA LA NC OH PA TN TX

Address

1900 S. HARBOR CITY BLVD.
STE. 111
MELBOURNE, FL 32901-4725
United States
Phone: 321-722-7882