Oxford Harriman Private Wealth Management: applying for SEC registration, Indianapolis, IN
Oxford Harriman Private Wealth Management (Indianapolis, Indiana): applying for SEC registration, Indianapolis, IN. Dated 211 days ago, it serves as a historical benchmark. Score 40/100. 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)
Free preview: all 9 published fields of this record are shown below. Locked: 10 related IN NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Oxford Harriman Private Wealth Management |
| Legal name | Oxford Harriman Holdings Adv LLC |
| CRD | 340313 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-04-08 |
| Latest Form ADV filing | 2026-09-23 |
| Location | Indianapolis, IN, United States |
| Employees | 4 |
| Website | https://www.ohcpwm.com |
| Peer records CSV (11 IN 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: 2026-04-08
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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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: Oxford Harriman Private Wealth Management and 11 Indiana peers
- Indiana NewRiaPulse records like this one: 11
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Indiana peer: $2,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- Still in the approval window: vendors not yet chosen.
- Website on file.
What is the NewRiaPulse record for Oxford Harriman Private Wealth Management in Indianapolis, Indiana?
Oxford Harriman Private Wealth Management applied for SEC registration as an investment adviser (2026-04-08), based in Indianapolis, IN.
How does Oxford Harriman Private Wealth Management compare to other Indiana NewRiaPulse records?
It is 211 days old; check the official source for later updates before acting.
Oxford Harriman Private Wealth Management vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| Oxford Harriman Private Wealth Management | Indianapolis, IN | 2026-04-08 |
| Wells Capital Advisors LLC | Las Vegas, NV | 2026-10-01 |
| Nextreg Advisors LLC | Miami, FL | 2026-10-01 |
| Everoak Wealth Co | Colorado Springs, CO | 2026-10-01 |
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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.