DFX Intelligence

O••••• F•••••••• A••••••• I••: office on the family offices graph | DFX Data Factory

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Family officesOfficecandidate family office · candidate

O••••• F•••••••• A••••••• I••

S•••• family family

Carmel, IN

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Search this name across graphsid dfx:fo:576f5582-5132-4581-8eeb-325c7d553102

Data as of Sep 20, 2026 (this record's last observation) from federal regulator filings, dfx's own graph. Page built Sep 23, 2026, 4:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 2
On other graphs: 0
Observed: Sep 12, 2026 to Sep 20, 2026
6 observations

Candidate family office with no filing identifier. A record with a filing identifier carries the same name; DFX has not confirmed they are the same firm: Oxford Financial Group, Ltd.

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Family served: S•••• family
Investments: 0
Direct investments: 0
People: 0
Decision makers: 0derived

Relationships

Related to (1)

← S•••• F••••• F••••••••• I••FoundationIn care of
inferenceForm 990-PF

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 31, 2024
Foundation assets changed
••• Locked
S•••• F••••• F••••••••• I••Form 990-PFobserved 9 days ago
$31.2M

Show 1 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
••• Locked

Provenance

Graph: Family Offices
Canonical id: dfx:fo:576f5582-5132-4581-8eeb-325c7d553102
First observed: Sep 12, 2026
Last observed: Sep 20, 2026 2 days ago
Source families: Federal regulator filings, DFX's own graph
2 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.