Executive Chairman · Oxford Finance Advisors, LLC
John A. Philbrick
CRD 1653007 · Named on Form ADV at one SEC-registered adviser
At a glance
Oxford Finance Advisors, LLC, an SEC-registered private fund adviser based in Alexandria, VA with $2.4 billion in regulatory assets, lists John A. Philbrick on its Form ADV as Executive Chairman, a control person.
Firms and roles
- Oxford Finance Advisors, LLCExecutive ChairmanPrivate fund adviser · Alexandria, VA · $2.4B in regulatory assets
AtlasMembers
John’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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
- Timothy A. LexPresident & Chief Executive Officer, Oxford Finance Advisors, LLC
- Hans S. HouserSenior Vice President & Chief Investment Officer, Oxford Finance Advisors, LLC
- Joshua M. FriedmanVice President & Chief Financial Officer, Oxford Finance Advisors, LLC
- Colette H. FeatherlyExecutive Vice President, Oxford Finance Advisors, LLC
- Joseph J. ScavettiChief Compliance Officer, Oxford Finance Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.