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Luke Jonathan Bunch

OXENFREE CAPITAL LLC·SATELLITE BEACH, Florida
Unclaimed Profile
1360 S PATRICK DRIVE, SATELLITE BEACH, FL 32937CRD# 7733506Firm CRD# 327105
01

About

Luke Jonathan Bunch 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# 7733506
Firm CRD# 327105
2 disclosures on file
View on FINRA BrokerCheck →

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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 in SATELLITE BEACH
James Phillips — OXENFREE CAPITAL LLCLaura Kathleen Chiesman — FIRSTWAVE FINANCIAL, INC.
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Research
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