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James Phillips

OXENFREE CAPITAL LLC·SATELLITE BEACH, Florida
Unclaimed Profile
1360 S PATRICK DRIVE, SATELLITE BEACH, FL 32937CRD# 5024716Firm CRD# 327105
01

About

James Phillips is a registered financial advisor based in SATELLITE BEACH, Florida, affiliated with OXENFREE CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OXENFREE CAPITAL LLC
OXENFREE FINANCIAL
AUM
$121M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at OXENFREE CAPITAL LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5024716
Firm CRD# 327105
2 disclosures on file
View on FINRA BrokerCheck →

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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 in SATELLITE BEACH
Laura Kathleen Chiesman — FIRSTWAVE FINANCIAL, INC.Luke Jonathan Bunch — OXENFREE CAPITAL LLC
Nearby cities in Florida
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City Guides
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Research
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