DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Oxinas Partners Wealth Management
Legal name Oxinas Partners, LLC
Latest filing Feb 11, 2026
First filing on the tape Jul 23, 2018 · 31 filings
SEC status approved since Aug 22, 2018
RAUM
$391M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
89%
$350M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$55.9M
derived; firm RAUM over IAPD count
Employees
8
6 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$391M as of Feb 11, 2026
Mar 5, 2019$136M then
HNW client RAUM$172M as of Feb 11, 2026
Mar 5, 2019$61.2M then
State-registered IARs (5.B.3)6 as of Feb 11, 2026
Mar 5, 20194 then
Employees (5.A)8 as of Feb 11, 2026
Mar 5, 20196 then
Private funds: no history
RAUM +13% over the last fiscal year+18% a year over threeIARs 6 to 6offices 3 to 2
Practice profile
derived from the filing of Feb 11, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $55.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 101derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.0MderivedHNW RAUM over HNW clients
- Average account
- $224,958derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 9.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 2.3derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.6%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $139M, 331 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$178M45%
- High-net-worth individuals$172M44%
- Pension and profit-sharing plans$35.4M9.1%
- Corporations and businesses$3.1M0.8%
- Charitable organizations$2.8M0.7%
- Individual clients
- 620reported
- HNW clients
- 88reported
- Pension plan clients
- 38reported
- Charitable clients
- n/areported
- Accounts
- 1,738reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $139M for 331 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.89 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=3.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Matthew Thomas Wagner | Jeffersonville, In | Aug 22, 2018 | 17 y | 1 |
| Brian Christopher Coxon | Jeffersonville, In | Sep 21, 2018 | 16 y | 3 |
| Gary G Bouch | Jeffersonville, In | Sep 21, 2018 | 25 y | 4 |
| William D Green | Jeffersonville, In | Jan 2, 2019 | 18 y | 1 |
| Samuel David Gurvitch | Jeffersonville, In | Dec 2, 2021 | 25 y | 1 |
| Paul Jason Caruso | Jeffersonville, In | Mar 22, 2023 | 33 y | 4 |
| Travis C Jaggers | Louisville, Ky | Jun 10, 2026 | 27 y | 3 |
Advisor movement
1 left, 2 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 14% of current headcount1 left over 36 months
Left, latest
- Matthew Edward Miller to Pnc Wealth ManagementJan 22, 2026 · RIA to affiliated broker-dealer or bank
Joined, latest
- Travis C Jaggers from Raymond James & Associates, Inc.Jun 10, 2026 · Affiliated broker-dealer or bank to independent RIA
- Matthew Edward Miller from Ameriprise Financial Services, LLCOct 10, 2025 · Affiliated broker-dealer or bank to independent RIA
- Paul Jason Caruso from Edward JonesMar 22, 2023 · Affiliated broker-dealer or bank to independent RIA
- Samuel David Gurvitch from Waddell & ReedDec 2, 2021 · Other
- William D Green from J.J.B. Hilliard, W.L. Lyons, LLCJan 2, 2019 · RIA to RIA
- Brian Christopher Coxon from Waddell & ReedSep 21, 2018 · Affiliated broker-dealer or bank to a newly registered adviser
- Gary G Bouch from Waddell & ReedSep 21, 2018 · Affiliated broker-dealer or bank to a newly registered adviser
- Matthew Thomas Wagner from Waddell & ReedAug 22, 2018 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from Waddell & ReedAug 29, 2018 · Charleroi, Pa
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- G Gary Bouch · Partner And Financial Advisorcontrolsince 01/2018 · owns 25% to 50%
- Christopher Brian Coxon · Partner And Financial Advisorcontrolsince 01/2018 · owns 25% to 50%
- Thomas Matthew Wagner · Partner, Financial Advisor, And Chief Compliance Officercontrolsince 01/2018 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Jeffersonville, In · principal | 7 | 1 | 1 | ||
| Louisville, Ky | 2 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Louisville, KY4 employees
- Irvington, NY1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 1,706 to 1,738Dec 5, 2025 to Feb 11, 2026
- Corporate clients · 11 to 8Dec 5, 2025 to Feb 11, 2026
- HNW clients · 97 to 88Dec 5, 2025 to Feb 11, 2026
- Individual clients · 600 to 620Dec 5, 2025 to Feb 11, 2026
- Pension plan clients · 43 to 38Dec 5, 2025 to Feb 11, 2026
- Assets in custody · $108M to $139MDec 5, 2025 to Feb 11, 2026
- Other offices · 3 to 2Dec 5, 2025 to Feb 11, 2026
- Discretionary RAUM · $339M to $388MDec 5, 2025 to Feb 11, 2026
- HNW RAUM · $151M to $172MDec 5, 2025 to Feb 11, 2026
- Individual RAUM · $155M to $178MDec 5, 2025 to Feb 11, 2026
- Non-discretionary RAUM · $5.9M to $2.8MDec 5, 2025 to Feb 11, 2026
- Pension RAUM · $33.4M to $35.4MDec 5, 2025 to Feb 11, 2026
- RAUM · $345M to $391MDec 5, 2025 to Feb 11, 2026
- Financial planning clients · 0 to 0Feb 18, 2025 to Apr 17, 2025
- Accounts · 1,661 to 1,706Aug 2, 2024 to Feb 18, 2025
- Advisory employees · 8 to 6Aug 2, 2024 to Feb 18, 2025
- BD registered reps · 2 to 3Aug 2, 2024 to Feb 18, 2025
- Corporate clients · 8 to 11Aug 2, 2024 to Feb 18, 2025
- HNW clients · 75 to 97Aug 2, 2024 to Feb 18, 2025
- Individual clients · 593 to 600Aug 2, 2024 to Feb 18, 2025
- Pension plan clients · 34 to 43Aug 2, 2024 to Feb 18, 2025
- Assets in custody · $7.4M to $108MAug 2, 2024 to Feb 18, 2025
- Employees · 10 to 8Aug 2, 2024 to Feb 18, 2025
- State-registered IARs · 8 to 6Aug 2, 2024 to Feb 18, 2025
- Discretionary RAUM · $291M to $339MAug 2, 2024 to Feb 18, 2025
- HNW RAUM · $129M to $151MAug 2, 2024 to Feb 18, 2025
- Individual RAUM · $137M to $155MAug 2, 2024 to Feb 18, 2025
- Non-discretionary RAUM · $6.2M to $5.9MAug 2, 2024 to Feb 18, 2025
- Pension RAUM · $23.7M to $33.4MAug 2, 2024 to Feb 18, 2025
- RAUM · $297M to $345MAug 2, 2024 to Feb 18, 2025
- Accounts · 1,675 to 1,661Aug 24, 2023 to Mar 4, 2024
- BD registered reps · 3 to 2Aug 24, 2023 to Mar 4, 2024
- Individual clients · 598 to 593Aug 24, 2023 to Mar 4, 2024
- Assets in custody · $76.3M to $7.4MAug 24, 2023 to Mar 4, 2024
- Employees · 11 to 10Aug 24, 2023 to Mar 4, 2024
- Discretionary RAUM · $227M to $291MAug 24, 2023 to Mar 4, 2024
- HNW RAUM · $100.0M to $129MAug 24, 2023 to Mar 4, 2024
- Individual RAUM · $110M to $137MAug 24, 2023 to Mar 4, 2024
- Non-discretionary RAUM · $8.1M to $6.2MAug 24, 2023 to Mar 4, 2024
- Pension RAUM · $19.2M to $23.7MAug 24, 2023 to Mar 4, 2024
Signals
2 dated events
- Matthew Edward Miller left Oxinas Partners Wealth Management for Pnc Wealth Management (registered 2026-05-22)Jan 22, 2026 · Advisor changed firm · fact
- Oxinas Partners Wealth Management Llc filed its initial SEC registration (Form ADV)Jul 23, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@oxinaspartners.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- earnold@oxinaspartners.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- estaub@oxinaspartners.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 812-725-8649reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 812-920-0862reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/oxinaspartnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- OXINASPARTNERS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (812) 725-8649reportedpublic record, Form ADV, Feb 11, 2026
- Contact form
- oxinaspartners.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- oxinaspartners.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $55.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026