Oxbow Advisors, LLC

Oxbow Advisors, LLC (CRD# 156393) is a financial advisory firm headquartered in Corpus Christi, TX. They manage $1,403,065,399 in 1,483 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,403
    MILLION
  • Total Number of Accounts
    1,483
    ACCOUNTS
  • Average Account Value
    $946,099
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
  • 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 16 top financial advisors.
1
Dana B. Croswhite
CRD#: 1371905
1980 Post Oak Blvd, Suite 2300, Houston, TX 77056
96
Wealthminder
score

Dana Croswhite (CRD# 1371905) is an Investment Advisor Representative working at Oxbow Advisors, LLC in Houston, TX and has over 20 years of experience in the finance industry.

2
Pat H. Swanson
CRD#: 2374789
1980 Post Oak Blvd, Suite 2300, Houston, TX 77056
96
Wealthminder
score

Pat Swanson (CRD# 2374789) is an Investment Advisor Representative working at Oxbow Advisors, LLC in Houston, TX and has over 24 years of experience in the finance industry.

3
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.

4
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.

5
Beverly B. Hornsby
CRD#: 4085745
1980 Post Oak Blvd, Suite 2300, Houston, TX 77056
93
Wealthminder
score

Beverly Hornsby (CRD# 4085745) is an Investment Advisor Representative working at Oxbow Advisors, LLC in Houston, TX and has over 17 years of experience in the finance industry.

6
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.

7
Alexander W. Pierce
CRD#: 730560
1777 N.e. Loop 410, Suite 600, San Antonio, TX 78216
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.

8
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.

9
Robert E. Walsh
CRD#: 600171
14090 South West Freeway, Sugar Creek Center, Suite 300, Sugar Land, TX 77478
93
Wealthminder
score

Robert Walsh (CRD# 600171) is an Investment Advisor Representative working at Oxbow Advisors, LLC in Sugar Land, TX and has over 36 years of experience in the finance industry.

10
Bryan W. Lester
CRD#: 6288190
1980 Post Oak Blvd, Suite 2300, Houston, TX 77056
92
Wealthminder
score

Bryan Lester (CRD# 6288190) is an Investment Advisor Representative working at Oxbow Advisors, LLC in Houston, TX and has over 3 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.