Robert Dale Ramsey III
Investment Adviser Representative at Oxford Financial Group, Ltd
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert Dale Ramsey III is an investment adviser representative with Oxford Financial Group, Ltd in Carmel, IN, where they have been registered since 2021, the year they entered the securities industry. They have passed the Series 30 exam. They are registered to provide investment advice in Florida and Indiana.
Office
Advisors at this office: 22
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Indiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Oxford Financial Group, LtdFeb 2021 – no end date reportedCarmel, IN
- Pendyne Capital LLCOct 2017 – Feb 2021Naples, FL
- Indiana Public Retirement SystemApr 2012 – Oct 2017Indianapolis, IN
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Oxford Financial Group, Ltd
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment Advisory Services, Family Office Services, Private Family Services of Oxford®, The Trust Company of Oxford®, Institutional Investment Services, and Elite Wealth Enhancement Services, with special expertise in Bespoke Generational Solutions®, Aspirational Solutions, and Diversifier Strategies.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 50
- Offices listed on AdvisorFinder:
- 7
- Main office:
- Carmel, IN
- SEC file number:
- 801-20692
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 9, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Dale Ramsey III has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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