CCO, Vice President · Oxford Capital Management
Katherine G. Beck
CRD 5709296 · Named on Form ADV at one SEC-registered adviser
At a glance
Oxford Capital Management, an SEC-registered wealth manager based in Richm0nd, VA with $170 million in regulatory assets, lists Katherine G. Beck on its Form ADV as CCO, Vice President.
Firms and roles
- Oxford Capital ManagementCCO, Vice PresidentWealth manager · Richm0nd, VA · $170M in regulatory assets
AtlasMembers
Katherine’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
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Henry S. GibsonPresident, Oxford Capital Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Katherine’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.