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Oxford Wealth Group, LLC

SEC Registered
Orlando, FL407-495-2004
Assets Under Management
$100M–$500M
Office Locations
6 offices
Total Accounts
1877

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthCorporations

Leadership

Samuel Josiah Dixon
MANAGING PARTNER
Christopher J. Dixon
MANAGING PARTNER
Joseph Phillip Arce
CHIEF COMPLIANCE OFFICER

Office locations

6 offices in 2 states
FL
OrlandoHQ
SC
Greenville
SC
Seneca
FL
Clermont
FL
Tampa
FL
Mount Dora

Advisors at this firm

10 advisors in the directory

Regulatory & compliance

CRD number
#319561
SEC Number
801-124718
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Flat Fee

Data as of May 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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 Wealth Group, LLC 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Oxford Wealth Group in Orlando, FL - Fees & Services