Oxbow Advisors, LLC

Oxbow Advisors, LLC (CRD# 156393) is a financial advisory firm headquartered in Corpus Christi, TX. They manage $1,376,586,733 in 1,338 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,377
    MILLION
  • Total Number of Accounts
    1,338
    ACCOUNTS
  • Average Account Value
    $1,028,839
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, FL, GA, HI, IL, KS, LA, MA, MD, MI, MO, MS, NC, NH, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Oxbow Advisors, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Barry L. Brauchi
CRD#: 4699093
800 North Shoreline Blvd., Suite 2200 South, Corpus Christi, TX 78401
96
Wealthminder
score

Barry Brauchi (CRD# 4699093) is an Investment Advisor Representative working at Oxbow Advisors, LLC in Corpus Christi, TX and has over 14 years of experience in the finance industry. Barry Brauchi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Dana B. Croswhite
CRD#: 1371905
800 North Shoreline Blvd., Suite 2200 South, Corpus Christi, TX 78401
96
Wealthminder
score

Dana Croswhite (CRD# 1371905) is an Investment Advisor Representative working at Oxbow Advisors, LLC in Corpus Christi, TX and has over 21 years of experience in the finance industry.

3
Pat H. Swanson
CRD#: 2374789
1455 West Loop South, Suite 640, Houston, TX 77027
96
Wealthminder
score

Pat Swanson (CRD# 2374789) is an Investment Advisor Representative working at Oxbow Advisors, LLC in Houston, TX and has over 25 years of experience in the finance industry.

4
James M. Bain
CRD#: 4261087
800 North Shoreline Blvd., Suite 2200 South, Corpus Christi, TX 78401
93
Wealthminder
score

James Bain (CRD# 4261087) is an Investment Advisor Representative working at Oxbow Advisors, LLC in Corpus Christi, TX and has over 17 years of experience in the finance industry.

5
Courtney G. Bechtol
CRD#: 5823025
800 North Shoreline Blvd., Suite 2200 South, Corpus Christi, TX 78401
93
Wealthminder
score

Courtney Bechtol (CRD# 5823025) is an Investment Advisor Representative working at Oxbow Advisors, LLC in Corpus Christi, TX and has over 5 years of experience in the finance industry.

6
Thomas M. Crain
CRD#: 5956732
1455 West Loop South, Suite 640, Houston, TX 77027
93
Wealthminder
score

Thomas Crain (CRD# 5956732) is an Investment Advisor Representative working at Oxbow Advisors, LLC in Houston, TX and has over 6 years of experience in the finance industry.

7
David J. Habib
CRD#: 4455650
800 North Shoreline Blvd., Suite 2200 South, Corpus Christi, TX 78401
93
Wealthminder
score

David Habib (CRD# 4455650) is an Investment Advisor Representative working at Oxbow Advisors, LLC in Corpus Christi, TX and has over 16 years of experience in the finance industry.

8
Kimmie J. Mathis-Doumis
CRD#: 2240144
800 North Shoreline Blvd., Suite 2200 South, Corpus Christi, TX 78401
93
Wealthminder
score

Kimmie Mathis-Doumis (CRD# 2240144) is an Investment Advisor Representative working at Oxbow Advisors, LLC in Corpus Christi, TX and has over 15 years of experience in the finance industry.

9
Alexander W. Pierce
CRD#: 730560
1777 N.e. Loop 410, Suite 600, San Antonio, TX 78217
93
Wealthminder
score

Alexander Pierce (CRD# 730560) is an Investment Advisor Representative working at Oxbow Advisors, LLC in San Antonio, TX and has over 36 years of experience in the finance industry.

10
Darla C. Ripley
CRD#: 3082983
Dallas, TX
93
Wealthminder
score

Darla Ripley (CRD# 3082983) is an Investment Advisor Representative working at Oxbow Advisors, LLC in Dallas, TX and has over 19 years of experience in the finance industry.

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