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Katherine Gibson Beck

OXFORD CAPITAL MANAGEMENT, INC.·RICHM0ND, Virginia
Clean recordOXFORD CAPITAL MANAGEMENT, INC.
1904 BYRD AVE., RICHM0ND, VA 23230-3027CRD# 5709296Firm CRD# 118359

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katherine Gibson Beck · RICHM0ND, VA
Registration
CRD #5709296 · OXFORD CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Katherine Gibson Beck is a registered financial advisor based in RICHM0ND, Virginia, affiliated with OXFORD CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
OXFORD CAPITAL MANAGEMENT, INC.
OXFORD CAPITAL MANAGEMENT
AUM
$125M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at OXFORD CAPITAL MANAGEMENT, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5709296
Firm CRD# 118359
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Katherine Gibson Beck offer?
Katherine Gibson Beck specializes in Investment Management, Fee-Only Advisory. Contact their office in RICHM0ND, Virginia for a consultation.
What are Katherine Gibson Beck's credentials?
Katherine Gibson Beck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine Gibson Beck located?
Katherine Gibson Beck is based in RICHM0ND, Virginia, working with OXFORD CAPITAL MANAGEMENT, INC.. Their office serves clients in the RICHM0ND metropolitan area and surrounding communities.
How does Katherine Gibson Beck charge for services?
Katherine Gibson Beck's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OXFORD CAPITAL MANAGEMENT, INC.?
OXFORD CAPITAL MANAGEMENT, INC. has approximately 2 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OXFORD CAPITAL MANAGEMENT, INC.

Henry Stuart Gibson
RICHM0ND, VA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)VIENNA (100)VIRGINIA BEACH (85)NORFOLK (74)FAIRFAX (61)
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Research
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