OF
OXFORD FINANCIAL GROUP, LTD
SEC RegisteredCARMEL, INhttps://ofgltd.com317-843-5678
Assets Under Management
$5B–$25B
Employees
156
Office Locations
7 offices
Total Accounts
6593
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/Municipal
Services
Private funds / alternatives
HedgePrivate EquityReal Estate
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 38 | $19M |
| High Net Worth Individuals | 551 | $13.9B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 48 | $4.5B |
| Charitable Organizations | 29 | $3.3B |
| State/Municipal Entities | 18 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 2 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Jeffrey Hugh Thomasson
CHIEF EXECUTIVE OFFICER, CHAIRMAN OF THE BOARD
Charles Richard Davis
CORPORATE DIRECTOR
Sue A. Mcmillen
CHIEF TALENT OFFICER
Kristina R Baron
CORPORATE DIRECTOR
Catherine Elizabeth Farley
CHIEF ADMINISTRATIVE OFFICER/CHIEF FINANCIAL OFFICER
Nicholas Steven Klein
CORPORATE DIRECTOR
Robert Dale Ramsey
CHIEF INVESTMENT OFFICER, CORPORATE DIRECTOR
Jennifer Lynne Emery
CHIEF COMPLIANCE OFFICER
Daniel Joseph Ford
CORPORATE DIRECTOR
Terrence Michael Labant
CHIEF WEALTH PLANNING OFFICER
Llc Oxford Financial Group Holdings
MEMBER
Llc Oxford Financial Group Parent
MEMBER
Jeffrey Hugh Thomasson
MEMBER
Office locations
7 offices in 7 states
IN
CARMELHQ
IL
CHICAGO
OH
CINCINNATI
MI
GRAND RAPIDS
MN
MINNEAPOLIS
FL
PALM BEACH
GA
ATLANTA
Advisors at this firm
18 advisors in the directory
Jacqueline Kay Armstrong
Investment Adviser Representative
Jarret D. Blum
Investment Adviser Representative
Dustin Anthony Brown
Investment Adviser Representative
Austin Carey
Investment Adviser Representative
Laura Jane Clark
Investment Adviser Representative
Tania A. Devries
Investment Adviser Representative
Andrew Donald Filauro
Investment Adviser Representative
Alec Leverenz Finn
Investment Adviser Representative
Barton Craig Francis
Investment Adviser Representative
Christopher Bradford Gioia
Investment Adviser Representative
Melissa Breeze Krumm
Investment Adviser Representative
David M Lewis
Investment Adviser Representative
Jared Andrew Nishida
Investment Adviser Representative
Jacquelyn Marie Nolan
Investment Adviser Representative
Emily O Pattee
Investment Adviser Representative
Michelle A Reichert
Investment Adviser Representative
Ashlee Danette Walton
Investment Adviser Representative
Adam Caleb Ward
Investment Adviser Representative
Regulatory & compliance
CRD number
#105303
SEC Number
801-20692
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
ofgltd.comPhone
317-843-5678Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OXFORD FINANCIAL GROUP, LTD 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 the SEC or FINRA websites before making any decision.