Oxford Financial Group is a family office - multi based in Carmel, United States, founded in 1981. Verified contact details, AUM data, and investment preferences on FindLPs.
Oxford Financial Group is a multi-family office based in Indianapolis, Indiana. Established in 1981, the firm provides wealth management advice and family office services to high-net-worth individuals, families, foundations, and endowments. Oxford is one of the largest independent RIA firms in the country with oversight of more than $30 billion in assets under advisement (which includes assets under management). Oxford has 22 Managing Directors in seven market offices who serve over 700 family and institutional clients in 36 states, with offices in Atlanta, Chicago, Cincinnati, Grand Rapids, Indianapolis, Minneapolis and Palm Beach.
Investment types: Buyout, Co-Investment, Private Equity, Growth/Expansion, Hedge Fund, Oil/Gas, Real Assets & Natural Resources - General, Real Estate - General, Real Estate Opportunistic, Secondaries, Venture Capital, Venture Capital - Later Stage
Sectors & themes: Equity/Mutual Funds, ETFs, Investment Management, Legal & Tax Services, Retirement Planning, Trust Management, Wealth & Estate Planning, Financial Services, Finance, High-Level Sectors, Non-Profit, Traditional Investments (Liquid Assets)
Preferred geographies: Africa, Americas, Asia, Canada, Europe, Middle East, Oceania, United States
Location: 11711 North Meridian Street\nSuite 600\nCarmel\nIndiana\n46032\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.