Oxford Planning Group, LLC: new SEC registration, $113M AUM, Woodstock, MD
Oxford Planning Group, LLC (Woodstock, Maryland): new SEC registration, $113M AUM, Woodstock, MD. Its amount of 113 is below the median of 134 (28th percentile). Dated 117 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: 113 · 28th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 11 related MD NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Oxford Planning Group, LLC |
| Legal name | Oxford Planning Group, LLC |
| CRD | 286017 |
| Status | Approved |
| Registered with the SEC | 2026-07-10 |
| Latest Form ADV filing | 2026-07-08 |
| Location | Woodstock, MD, United States |
| Regulatory AUM | $112,914,960 |
| Accounts | 98 |
| Employees | 3 |
| Website | HTTP://WWW.OXFORDPLANNING.COM |
| amount percentile | 28th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (12 MD 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: 2026-07-10
- 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 Planning Group, LLC and 12 Maryland peers
- Maryland NewRiaPulse records like this one: 12
- Oxford Planning Group, LLC's amount: 28th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Maryland peer: $2,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $113M under management.
- Website on file.
What is the NewRiaPulse record for Oxford Planning Group, LLC in Woodstock, Maryland?
Oxford Planning Group, LLC received SEC registration as an investment adviser (2026-07-10) with $112,914,960 in regulatory assets under management, based in Woodstock, MD.
How does Oxford Planning Group, LLC compare to other Maryland NewRiaPulse records?
Its amount of 113 is below the median (28th percentile); smaller records often move faster and face less competition. It is 117 days old; check the official source for later updates before acting.
Oxford Planning Group, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Oxford Planning Group, LLC | Woodstock, MD | 113 | 28th | 2026-07-10 |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Endeavor Advisors LLC | Phoenix, AZ | 114 | 30th | 2026-09-14 |
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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.