Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv): new SEC registration, $141M AUM, Oxford, MS
Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv) (Oxford, Mississippi): new SEC registration, $141M AUM, Oxford, MS. Its amount of 141 is above the median of 134 (53rd percentile). Dated 174 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 141 · 53th percentile of 1,149 NewRiaPulse records · 1.1x the median
Free preview: all 11 published fields of this record are shown below. Locked: 4 related MS NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv) |
| Legal name | Fruge' Capital Advisors, LLC |
| CRD | 149447 |
| Status | Approved |
| Registered with the SEC | 2026-05-14 |
| Latest Form ADV filing | 2026-05-06 |
| Location | Oxford, MS, United States |
| Regulatory AUM | $141,208,889 |
| Accounts | 128 |
| Employees | 2 |
| Website | HTTP://WWW.FRUGECAPITAL.COM |
| amount percentile | 53th of 1,149 (median 134, 1.1x median) |
| Peer records CSV (5 MS records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-05-14
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MS first): Lee-Way Financial Services, INC · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Caxton Associates LLP · Mic Capital Management Uk LLP · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv) and 5 Mississippi peers
- Mississippi NewRiaPulse records like this one: 5
- Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv)'s amount: 53rd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Mississippi peer: $1,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $141M under management.
- Website on file.
What is the NewRiaPulse record for Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv) in Oxford, Mississippi?
Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv) received SEC registration as an investment adviser (2026-05-14) with $141,208,889 in regulatory assets under management, based in Oxford, MS.
How does Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv) compare to other Mississippi NewRiaPulse records?
Its amount of 141 sits in the upper half (53th percentile) of 1,149 records; the median is 134. It is 174 days old; check the official source for later updates before acting.
Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv) vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv) | Oxford, MS | 141 | 53rd | 2026-05-14 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Mississippi NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.