Fee-only adviser · West Lafayette, IN
Oxford Capital
Oxford Capital is a fee-only investment adviser registered with the securities regulator of Indiana, with its main office in West Lafayette, Indiana. On its latest Form ADV, filed December 5, 2025, it reports $1.2M in regulatory assets under management, 27 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Indiana |
|---|---|
| Firm CRD number | 333156 |
| Office | 1282 Win Hentschel Blvd. Suite 1300 West Lafayette, IN 47906 |
| Phone | (313) 475-2013 |
| Website | Not listed |
| Regulatory assets under management | $1.2M |
| Individual clients | 27 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | December 5, 2025 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in West Lafayette
- Lifelong Investsments Not reported
- Banker Investment Group $260M
See all 3 fee-only advisers in West Lafayette →
Nearby
- Lafayette 3 firms
- Monticello 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Oxford Capital? Update this listing.