Investment adviser · CRD 156393
OXBOW ADVISORS, LLC
Investment adviser filing (IA)
AUSTIN, TX, United States · Form ADV filed Jun 19, 2026
- Regulatory AUM
- $2.46B Form ADV · Item 5.F
- Client accounts
- 1,782 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 341 | $1,738,746,461 | 70.6% |
| Corporations & businesses | 45 | $395,616,070 | 16.1% |
| Individuals | 347 | $255,669,410 | 10.4% |
| Charities | 7 | $53,676,182 | 2.2% |
| Retirement plans | Fewer than 5 | $13,640,399 | 0.6% |
| Other investment advisers | Fewer than 5 | $7,177,659 | 0.3% |
Filing source
Form ADV 2114386 · Jun 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 19, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
200 WEST 6TH STREET, SUITE 1920AUSTIN, TX, 78701, United States
CRD 156393
Filing source
Form ADV 2114386 · Jun 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.