Oxbow Advisors
Investment Management
Austin, Texas, United States
21 employees
- Employees
- 21
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Oxbow Advisors Overview
- Headquarters
- Austin, Texas, United States
- Phone Number
- Available in AeroLeads
- Website
- oxbowadvisors.com
- Industry
- Investment Management
- Employees
- 21
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About Oxbow Advisors
At Oxbow Advisors, we are not Wall Street. We are a Texas-based Registered Investment Advisory Firm specializing in the needs of families with significant wealth-many of them on the side of liquidity events such as selling a business or inheriting assets. What we do is simple: We protect the wealth you have worked hard to create. You tell us what you need to achieve financially-for yourself and for your family-and our job is to help you get there. Oxbow Advisors is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Oxbow Advisors and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Oxbow Advisors unless a client service agreement is in place. The opinions expressed on this platform are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Investing involves risk and possible loss of principal capital. “Likes” or other comments are not intended to be endorsements of Oxbow Advisors, our advisors or our services and are not compensated. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other a
Oxbow Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Oxbow Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Courtney Gibson Bechtol | Partner, Director of Operations at Oxbow Advisors |
View
|
|
| Kim Doumis | Chief Compliance Officer / Investment Advisor Representative at Oxbow Advisors, Llc | Austin, Texas, United States |
Email
Phone
|
| Nicole Rasch | Client Services Associate | Cedar Park, Texas, United States |
Email
Phone
|
| Trey Crain | Partner, Portfolio Manager at Oxbow Advisors | Houston, Texas, United States |
Email
|
Employees by Management Level
Executive
4 profiles
Director
4 profiles
Manager
3 profiles
Associate / junior
3 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 6 | 6 | 3 |
| General | 2 | 2 | 0 |
| Sales | 1 | 1 | 1 |
Compare Similar Companies to Oxbow Advisors
Lido Advisors, LLC
Financial Services
Venturi Private Wealth
Financial Services
LeafHouse®
Financial Services
Waterloo Capital
Financial Services
Herndon Plant Oakley Ltd
Investment Management
Maslow Wealth Advisors
Financial Services
Cedarwood Financial Partners
Financial Services
Trace Capital Management
Investment Management
Meridian Wealth Advisors
Investment Management
Outrunner Capital
Investment Management