Unclaimed Profile

Kimmie Jo Mathis-Doumis

OXBOW ADVISORS, LLC·AUSTIN, Texas

Series 65Clean record24 years registeredOXBOW ADVISORS, LLC

500 WEST 5TH STREET, SUITE 1205, AUSTIN, TX 78701CRD# 2240144Firm CRD# 156393

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kimmie Jo Mathis-Doumis · AUSTIN, TX

Registration

CRD #2240144 · OXBOW ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

OXBOW ADVISORS, LLC

Mar 2012 – present

HERNDON PLANT OAKLEY LTD

Jan 2012 – Apr 2015

CORPUS CHRISTI, TX

GARLAND CAPITAL MANAGEMENT INC

Jun 2002 – May 2011

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 21, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

OXBOW ADVISORS, LLC

CRD 156393 · SEC 801-72387

AUM

$1.9B

Regulatory assets under management

Employees

1,527 client accounts

Services offered by OXBOW ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at OXBOW ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Kimmie Jo Mathis-Doumis offer?

Kimmie Jo Mathis-Doumis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.

What are Kimmie Jo Mathis-Doumis's credentials?

Kimmie Jo Mathis-Doumis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kimmie Jo Mathis-Doumis located?

Kimmie Jo Mathis-Doumis is based in AUSTIN, Texas, working with OXBOW ADVISORS, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Kimmie Jo Mathis-Doumis charge for services?

Kimmie Jo Mathis-Doumis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OXBOW ADVISORS, LLC?

OXBOW ADVISORS, LLC has approximately 12 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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