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James Phillips

OXENFREE CAPITAL LLC·SATELLITE BEACH, Florida
SIE, Series 7, Series 63, Series 65Clean record14 years registeredOXENFREE CAPITAL LLC
1360 S PATRICK DRIVE, SATELLITE BEACH, FL 32937CRD# 5024716Firm CRD# 327105

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Phillips · SATELLITE BEACH, FL
Registration
CRD #5024716 · OXENFREE CAPITAL LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

OXENFREE FINANCIAL
Jul 2023 – present
CETERA INVESTMENT ADVISERS LLC
Jun 2023 – Jul 2023
SATELLITE BEACH, FL
AFFINITY FINANCIAL ADVISORS
May 2020 – Oct 2023
SATELLITE BEACH, FL
CETERA ADVISOR NETWORKS LLC
Feb 2013 – Jun 2023
SATELLITE BEACH, FL
PNC INVESTMENTS
Feb 2012 – Nov 2012
WEST MELBOURNE, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · February 29, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OXENFREE CAPITAL LLC
CRD 327105 · SEC 801-128275
AUM
$121M
Regulatory assets under management
Employees
5
1,232 client accounts
Services offered by OXENFREE CAPITAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at OXENFREE CAPITAL LLC →
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05

Frequently Asked Questions

What services does James Phillips offer?
James Phillips specializes in Financial Planning, Investment Management. Contact their office in SATELLITE BEACH, Florida for a consultation.
What are James Phillips's credentials?
James Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Phillips located?
James Phillips is based in SATELLITE BEACH, Florida, working with OXENFREE CAPITAL LLC. Their office serves clients in the SATELLITE BEACH metropolitan area and surrounding communities.
How does James Phillips charge for services?
James Phillips's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OXENFREE CAPITAL LLC?
OXENFREE CAPITAL LLC has approximately 5 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OXENFREE CAPITAL LLC

Luke Jonathan Bunch
SATELLITE BEACH, FL

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