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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

OXFORD WEALTH GROUP, LLC

CRD 319561

ORLANDO, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6622e4bf-6c17-ecc8-5a4e-e736b52670ee

Data as of May 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 17
On other graphs: 0
Observed: Mar 23, 2022 to May 5, 2026
21 observations

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $328MItem 5.F on the latest filing (2026-05-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $328M
Private client RAUM: $328MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $46.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 8
Offices: 9Schedule D 1.F, beyond the principal office
Accounts: 1,877
Individual clients: 858
High net worth clients: 55
Custody, client assets: $63.0M
SEC number: 801-124718
CRD: 319561
Filings on the tape: 21
First filed: Mar 23, 2022
Latest filed: May 5, 2026
Organised: Limited Liability Company, FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SAMUEL JOSIAH DIXON	n/a	ORLANDO, FL	3	11	4	no
TRENT MICHAEL ROGY	n/a	ORLANDO, FL	3	10	2	no
Skylar Elizabeth Tyndall	n/a	ORLANDO, FL	2	12	n/a	no
Chad Anthony Safier	n/a	ORLANDO, FL	1	10	3	no
Christopher Clay McAnany	n/a	ORLANDO, FL \| Tampa, FL	1	12	3	no
SCOTT RICHARD CLEMENTI	n/a	ORLANDO, FL	0	28	3	no
Jordan Daniel Knapke	n/a	ORLANDO, FL	0	12	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Dixon, Christopher, J.	MANAGING PARTNER	D	yes	03/2022	Mar 23, 2022	May 30, 2024
DIXON, SAMUEL, JOSIAH	MANAGING PARTNER	D	yes	03/2022	Mar 23, 2022	May 30, 2024
HIGGINS, ROSEANN	CHIEF COMPLIANCE OFFICER	Na	no	03/2024	Jul 13, 2022	May 30, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
OXFORD ADVISORY GROUP, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Clermont	FL	United States	1	no
MOUNT DORA	FL	United States	1	no
Tampa	FL	United States	1	no
Greenville	Sc	United States	1	no
Seneca	Sc	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$328M	$328M	14	8	9	n/a	n/a
2024	Mar 17, 2025	$236M	$236M	24	8	6	n/a	n/a
2023	Mar 22, 2024	$199M	$197M	12	7	5	n/a	n/a
2022	Mar 14, 2023	$156M	$156M	4	1	5	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
5	8	-3	114.3%	0	2	0	11	11

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$328M	$236M	39.0%	$156M	28.0%	14	24	9	6

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FOUNDATIONS INVESTMENT ADVISORS LLC	2	Jun 29, 2026	Jul 8, 2026	ORLANDO, FL	Team lift out	RIA to RIA	22.2%

Relationships

Registered with (18)

← Jordan Daniel KnapkeAdvisorregistration: current employment
Mar 17, 2026 to presentfactForm ADV
← SCOTT RICHARD CLEMENTIAdvisorregistration: current employment
Oct 28, 2025 to presentfactForm ADV
← Christopher Clay McAnanyAdvisorregistration: current employment
Jan 31, 2025 to presentfactForm ADV
← Chad Anthony SafierAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Skylar Elizabeth TyndallAdvisorregistration: current employment
Apr 23, 2024 to presentfactForm ADV
← TRENT MICHAEL ROGYAdvisorregistration: current employment
Jun 28, 2023 to presentfactForm ADV
← SAMUEL JOSIAH DIXONAdvisorregistration: current employment
Mar 6, 2023 to presentfactForm ADV
← Jerry Lee SylvesterAdvisorregistration: previous registration
Jun 13, 2025 to Jun 29, 2026factForm ADV
← Dane Carpenter SpencerAdvisorregistration: previous registration
May 22, 2025 to Jun 29, 2026factForm ADV
← JACOB ANDREW STINSONAdvisorregistration: previous registration
Apr 16, 2025 to May 14, 2026factForm ADV
← Brian YannacconeAdvisorregistration: previous registration
Mar 12, 2026 to May 1, 2026factForm ADV
← John MillsAdvisorregistration: previous registration
Mar 24, 2026 to Apr 28, 2026factForm ADV
← Zachary Phoenix RomanAdvisorregistration: previous registration
Oct 28, 2025 to Feb 17, 2026factForm ADV
← Jeffrey M PattenAdvisorregistration: previous registration
Jun 23, 2025 to Jan 12, 2026factForm ADV
← Trevor Michael RichardsAdvisorregistration: previous registration
Oct 28, 2025 to Nov 24, 2025factForm ADV
← Ronald E LoyoAdvisorregistration: previous registration
May 26, 2023 to Jul 30, 2025factForm ADV
← Luke W MutchieAdvisorregistration: previous registration
Feb 6, 2023 to May 28, 2025factForm ADV
← Tyler NowotnyAdvisorregistration: previous registration
May 13, 2023 to May 2, 2024factForm ADV

Moved with (1)

→ FOUNDATIONS INVESTMENT ADVISORS LLCRegistered adviser2 advisors, team lift out, same day
Jun 29, 2026 to Jul 8, 2026factForm ADV

Owns (1)

← HIGGINS, ROSEANNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 13, 2022 to May 30, 2024factForm ADV

Controls (2)

← DIXON, SAMUEL, JOSIAHOwnerMANAGING PARTNER, ownership code D, individual
Mar 23, 2022 to May 30, 2024factForm ADV
← Dixon, Christopher, J.OwnerMANAGING PARTNER, ownership code D, individual
Mar 23, 2022 to May 30, 2024factForm ADV

Dated events

Occurred
Jun 29, 2026
Team lift-out
2 advisors left Oxford Wealth Group, LLC (Orlando, FL) for Foundations Investment Advisors LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jun 29, 2026
Advisor changed firm
Dane Carpenter Spencer left Oxford Wealth Group, Llc for Foundations Investment Advisors Llc (registered 2026-07-07)
Form ADVobserved 4 days ago
Occurred
Jun 29, 2026
Advisor changed firm
Jerry Lee Sylvester left Oxford Wealth Group, Llc for Foundations Investment Advisors Llc (registered 2026-07-08)
Form ADVobserved 4 days ago
Occurred
May 14, 2026
Advisor changed firm
Jacob Andrew Stinson left Oxford Wealth Group, Llc for Thrive Capital Management, Llc (registered 2026-06-25)
Form ADVobserved 4 days ago
Occurred
May 1, 2026
Advisor changed firm
Brian Yannaccone left Oxford Wealth Group, Llc for Mercer Global Advisors Inc. (registered 2026-06-09)
Form ADVobserved 4 days ago
Occurred
Apr 28, 2026
Advisor changed firm
John Mills left Oxford Wealth Group, Llc for Empower Advisory Group, Llc (registered 2026-07-29)
Form ADVobserved 4 days ago
Occurred
Feb 17, 2026
Advisor changed firm
Zachary Phoenix Roman left Oxford Wealth Group, Llc for Tlg Advisors, Inc. (registered 2026-06-26)
Form ADVobserved 4 days ago
Occurred
Jan 12, 2026
Advisor changed firm
Jeffrey M Patten left Oxford Wealth Group, Llc for Edward Jones (registered 2026-07-31)
Form ADVobserved 4 days ago
Occurred
Nov 24, 2025
Advisor changed firm
Trevor Michael Richards left Oxford Wealth Group, Llc for Lord And Richards (registered 2025-12-12)
Form ADVobserved 4 days ago
Occurred
Jul 30, 2025
Advisor changed firm
Ronald E Loyo left Oxford Wealth Group, Llc for Expressive Wealth Llc (registered 2025-08-14)
Form ADVobserved 4 days ago
Occurred
May 28, 2025
Advisor changed firm
Luke W Mutchie left Oxford Wealth Group, Llc for Edward Jones (registered 2025-05-13)
Form ADVobserved 4 days ago
Occurred
May 2, 2024
Advisor changed firm
Tyler Nowotny left Oxford Wealth Group, Llc for Ae Wealth Management, Llc (registered 2024-06-07)
Form ADVobserved 4 days ago
Occurred
Feb 22, 2024
Control person left
Phillip Joseph Arce (Chief Compliance Officer) no longer on Schedule A of Oxford Wealth Group, Llc (listed 2023-12-13, absent 2024-02-22)
Form ADVobserved 4 days ago
Occurred
Dec 13, 2023
Control person left
Roseann Higgins (Chief Compliance Officer) no longer on Schedule A of Oxford Wealth Group, Llc (listed 2023-03-14, absent 2023-12-13)
Form ADVobserved 4 days ago
Occurred
Dec 13, 2023
Control person joined
Phillip Joseph Arce (Chief Compliance Officer) appeared on Schedule A of Oxford Wealth Group, Llc
Form ADVobserved 4 days ago
Occurred
Jul 13, 2022
Control person joined
Roseann Higgins (Chief Compliance Officer) appeared on Schedule A of Oxford Wealth Group, Llc
Form ADVobserved 4 days ago
Occurred
Mar 23, 2022
First Form ADV filing
Oxford Wealth Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6622e4bf-6c17-ecc8-5a4e-e736b52670ee
First observed: Mar 23, 2022
Last observed: May 5, 2026 4 months ago
Source families: Federal regulator filings
3 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.

OXFORD WEALTH GROUP, LLC

CRD 319561

ORLANDO, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6622e4bf-6c17-ecc8-5a4e-e736b52670ee

Data as of May 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:00 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SAMUEL JOSIAH DIXON

n/a

ORLANDO, FL

TRENT MICHAEL ROGY

n/a

ORLANDO, FL

Skylar Elizabeth Tyndall

n/a

ORLANDO, FL

n/a

Chad Anthony Safier

n/a

ORLANDO, FL

Christopher Clay McAnany

n/a

ORLANDO, FL | Tampa, FL

SCOTT RICHARD CLEMENTI

n/a

ORLANDO, FL

Jordan Daniel Knapke

n/a

ORLANDO, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Dixon, Christopher, J.

MANAGING PARTNER

yes

03/2022

Mar 23, 2022

May 30, 2024

DIXON, SAMUEL, JOSIAH

MANAGING PARTNER

yes

03/2022

Mar 23, 2022

May 30, 2024

HIGGINS, ROSEANN

CHIEF COMPLIANCE OFFICER

03/2024

Jul 13, 2022

May 30, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

OXFORD ADVISORY GROUP, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Clermont

United States

MOUNT DORA

United States

Tampa

United States

Greenville

United States

Seneca

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$328M

n/a

2024

Mar 17, 2025

$236M

n/a

2023

Mar 22, 2024

$199M

$197M

n/a

2022

Mar 14, 2023

$156M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-3

114.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$328M

$236M

39.0%

$156M

28.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FOUNDATIONS INVESTMENT ADVISORS LLC

Jun 29, 2026

Jul 8, 2026

ORLANDO, FL

Team lift out

RIA to RIA

22.2%