Director of Marketing · Oxbow Advisors, LLC
William K. Oakley
CRD 6754491 · Named on Form ADV at one SEC-registered adviser
At a glance
Oxbow Advisors, LLC, an SEC-registered wealth manager based in Austin, TX with $2.5 billion in regulatory assets, lists William K. Oakley on its Form ADV as Director of Marketing.
Firms and roles
- Oxbow Advisors, LLCDirector of MarketingWealth manager · Austin, TX · $2.5B in regulatory assets
AtlasMembers
William’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
- James Theodore OakleyManaging Member, Oxbow Advisors, LLC
- Kimmie J. Mathis-DoumisChief Compliance Officer, Oxbow Advisors, LLC
- Barry L. BrauchiDirector of Investor Relations, Oxbow Advisors, LLC
- Chance M. FinucaneChief Investment Officer, Oxbow Advisors, LLC
- Courtney G. BechtolDirector of Operations, Oxbow 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 William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.