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Chief Financial Officer · Oxford Financial Group, LTD

Brian D Copsey

CRD 6259713 · Named on Form ADV at one SEC-registered adviser

At a glance

Oxford Financial Group, LTD, an SEC-registered wealth manager based in Carmel, IN with $23.3 billion in regulatory assets, lists Brian D Copsey on its Form ADV as Chief Financial Officer, a control person.

Firms and roles

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Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (12)

  • Jeffrey H. ThomassonChief Executive Officer, Chairman of the Board, Oxford Financial Group, LTD
  • Charles R. DavisCorporate Director, Oxford Financial Group, LTD
  • Sue A. McMillenChief Talent Officer, Oxford Financial Group, LTD
  • Kristina R BaronCo-Managing Partner, Corporate Director, Oxford Financial Group, LTD
  • Robert D. RamseyChief Investment Officer, Co-Managing Partner, Corporate Director, Oxford Financial Group, LTD

7 more people named with Brian on the same filings, with titles and firms. Free in Atlas with a free account.

See all 12 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.