Oxford Creek Capital Management, LLC (Kansas City)


Oxford Creek Capital Management, LLC is an adviser based in Kansas City. It manages $21.19 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Kansas and Missouri.

Oxford Creek Capital Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Oxford Creek Capital Management: assets under management

The assets under management (AUM) of Oxford Creek Capital Management, LLC is $21.19 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2019% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $21.19 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.06 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Oxford Creek Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Iii Revocable Trust James E. Stowers Member 1 Dec 2008 75% - 100% 32-0268477

Based in Kansas City

The principal office where Oxford Creek Capital Management, LLC performs its advisory services is located at One Ward Parkway, Kansas City, MO 64112 2169, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 816-303-2365 or by fax 816-303-2366. The normal business hours are 8 a.m. - 5 p.m. cst on Monday - Friday.