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Katherine Gibson Beck

OXFORD CAPITAL MANAGEMENT, INC.·RICHM0ND, Virginia
Series 65Clean record16 years registeredOXFORD 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. · 16 years registered
Brand Profile
Not yet started
01

Career History

OXFORD CAPITAL MANAGEMENT
Sep 2009 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 1, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OXFORD CAPITAL MANAGEMENT, INC.
CRD 118359 · SEC 801-131210
AUM
$125M
Regulatory assets under management
Employees
2
119 client accounts
Services offered by OXFORD CAPITAL MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at OXFORD CAPITAL MANAGEMENT, INC. →
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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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