Oxford Martin, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$25,441,739
Clients
54
15% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
54
HighAverage account size
$471,143
About
Oxford Martin provides discretionary investment management and financial planning for individual clients, including high‑net‑worth households. The firm offers ongoing portfolio supervision, retirement‑account advice (including rollover guidance) and standalone financial planning engagements.
Portfolios are constructed with an emphasis on individual stocks, supplemented as needed with low‑cost mutual funds, ETFs and bonds, and the firm applies a mix of fundamental, technical and cyclical analysis. Strategies are generally long term but the firm may trade more actively for rebalancing, tax harvesting or to adjust sector and asset‑class exposures.
Notably, Oxford Martin discloses a primary focus on direct stock selection and the retention of legacy positions when appropriate for tax or fit reasons, and the brochure references consideration of higher‑risk investments such as digital assets for suitable clients. The firm manages modest assets (roughly $25 million across about 54 accounts), maintains an institutional custodial relationship that provides technology and support, and its principal’s background includes tax and investment‑support experience that informs its planning and tax‑aware recommendations.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Cash flow / budgeting
Fee options
Fixed fees up to $3,000 for financial planning engagements.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $1,500,000: 1.00% $1,500,001+: 0.75%
Up to $200 per hour for financial planning services.
Account minimum: Oxford Martin generally does not impose a minimum relationship size. Fee-only: Investment management fees based on tiered AUM schedule; Financial planning fees on hourly or fixed fee basis.
Main office location
Oxford Martin, LLC
301 Edgewater Place, Suite 100
Wakefield MA 01880, United States
Number of offices
1
Most active in
Oxford Martin, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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