Oxford Asset Management, LLC

Oxford Asset Management, LLC (CRD# 114571) is a financial advisory firm headquartered in Mcallen, TX. They manage $90,088,510 in 1,263 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    1,263
    ACCOUNTS
  • Average Account Value
    $71,329
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
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.

CO, LA, TX

Financial Advisors at Oxford Asset Management, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Stephen M. Pease
CRD#: 4667224
1150a Main Street, Durango, CO 81301
96
Wealthminder
score

Stephen Pease (CRD# 4667224) is an Investment Advisor Representative working at Oxford Asset Management, LLC in Durango, CO and has over 14 years of experience in the finance industry. Stephen Pease 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
David W. Smiley
CRD#: 5483164
1150 Main Avenue, Durango, CO 81301
96
Wealthminder
score

David Smiley (CRD# 5483164) is an Investment Advisor Representative working at Oxford Asset Management, LLC in Durango, CO and has over 9 years of experience in the finance industry. David Smiley 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.

3
Terry J. Delhomme
CRD#: 5592888
412 W. University Ave, Suite 103, Lafayette, LA 70506
93
Wealthminder
score

Terry Delhomme (CRD# 5592888) is an Investment Advisor Representative working at Oxford Asset Management, LLC in Lafayette, LA and has over 9 years of experience in the finance industry.

4
Terry J. Delhomme
CRD#: 5028451
412 W University Ave Ste 102, Lafayette, LA 70592
93
Wealthminder
score

Terry Delhomme (CRD# 5028451) is an Investment Advisor Representative working at Oxford Asset Management, LLC in Lafayette, LA and has over 8 years of experience in the finance industry.

5
Jason A. Habbit
CRD#: 4578194
412 W University Ave Ste103, Lafayette, LA 70506
93
Wealthminder
score

Jason Habbit (CRD# 4578194) is an Investment Advisor Representative working at Oxford Asset Management, LLC in Lafayette, LA and has over 10 years of experience in the finance industry.

6
Scott A. Rader
CRD#: 5842833
18756 Stone Oak, Suite 200, San Antonio, TX 78258
93
Wealthminder
score

Scott Rader (CRD# 5842833) is an Investment Advisor Representative working at Oxford Asset Management, LLC in San Antonio, TX and has over 7 years of experience in the finance industry.

7
Brandon J. Varisco
CRD#: 5534021
334 E Farrel Rd, Suite E, Lafayette, LA 70508
93
Wealthminder
score

Brandon Varisco (CRD# 5534021) is an Investment Advisor Representative working at Oxford Asset Management, LLC in Lafayette, LA and has over 9 years of experience in the finance industry.

8
David W. Varisco
CRD#: 2353742
412 West University Ave., Suite 102, Lafayette, LA 70506
93
Wealthminder
score

David Varisco (CRD# 2353742) is an Investment Advisor Representative working at Oxford Asset Management, LLC in Lafayette, LA and has over 18 years of experience in the finance industry.

9
James G. Palumbo
CRD#: 2623916
3827 N. 10th St., Suite 104, Mcallen, TX 78501
83
Wealthminder
score

James Palumbo (CRD# 2623916) is an Investment Advisor Representative working at Oxford Asset Management, LLC in Mcallen, TX and has over 21 years of experience in the finance industry.

10
Jose G. Longoria
CRD#: 2624333
3827 N. 10th St., Suite 104, Mcallen, TX 78501
63
Wealthminder
score

Jose Longoria (CRD# 2624333) is an Investment Advisor Representative working at Oxford Asset Management, LLC in Mcallen, TX and has over 22 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.