Investment adviser · CRD 340313
OXFORD HARRIMAN PRIVATE WEALTH MANAGEMENT
Investment adviser filing (IA)
OXFORD HARRIMAN HOLDINGS ADV LLC
INDIANAPOLIS, IN, United States · Form ADV filed Sep 23, 2026
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
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: Sep 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
9000 KEYSTONE CROSSING, 7TH FLINDIANAPOLIS, IN, 46240, United States
CRD 340313
Filing source
Form ADV 2134015 · Sep 23, 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.