OXBOW ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.46B |
| Discretionary | $2.46B100% of AUM |
| Client Accounts | 1,782 |
| Avg Account Size | $1.4M |
| Employees | 13 |
| Peak AUM | $2.46BFeb 2026 |
AUM by Client Type
Total AUM
$2.5B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.5B | +17.5% | +11.5% | +8.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $2.46B |
| Discretionary | $2.46B |
| Employees | 13 |
| Client Accounts | 1782 |
| Client Range | 51-100 |
Contact & Location
Address
200 WEST 6TH STREET
AUSTIN TX 78701
Phone
512-386-1088
Filing History
81 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Broker-DealerInvestment AdviserPension Consultant