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Luke Jonathan Bunch

OXENFREE CAPITAL LLC·SATELLITE BEACH, Florida
Series 65Clean record3 years registeredOXENFREE CAPITAL LLC
1360 S PATRICK DRIVE, SATELLITE BEACH, FL 32937CRD# 7733506Firm CRD# 327105

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Luke Jonathan Bunch · SATELLITE BEACH, FL
Registration
CRD #7733506 · OXENFREE CAPITAL LLC · 3 years registered
Brand Profile
Not yet started
01

Career History

OXENFREE FINANCIAL
Jul 2023 – present
AFFINITY FINANCIAL ADVISORS
May 2023 – Oct 2023
SATELLITE BEACH, FL
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 17, 2023
Years registered · 3
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 →
Introduction

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05

Frequently Asked Questions

What services does Luke Jonathan Bunch offer?
Luke Jonathan Bunch specializes in Financial Planning, Investment Management. Contact their office in SATELLITE BEACH, Florida for a consultation.
What are Luke Jonathan Bunch's credentials?
Luke Jonathan Bunch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Luke Jonathan Bunch located?
Luke Jonathan Bunch 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 Luke Jonathan Bunch charge for services?
Luke Jonathan Bunch'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

James Phillips
SATELLITE BEACH, FL

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