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Oxley Capital Management

Oxley Capital Management

Financial ServicesFlag of USLower, New Jersey, United States1-10 Employees

Company overview

Headquarters601 Townbank Road, North Cape May, NJ 08204, US
Phone number+18665315642
Website
NAICS52
Founded2018
Employees1-10
Socials

Key Contacts at Oxley Capital Management

Flag of US

John Oxley

Ceo And Chairman: 35 Years Financial Service Industry

Flag of US

John Oxley

Chief Executive Officer

Oxley Capital Management Email Formats

Oxley Capital Management uses 2 email formats. The most common is {first name} (e.g., john@oxleycapitalmgmt.com), used 60% of the time.

FormatExamplePercentage
{first name}
john@oxleycapitalmgmt.com
60%
{first initial}
j@oxleycapitalmgmt.com
40%

About Oxley Capital Management

OCM is a Registered Investment Advisor specializing in three areas: retirement distribution planning, advisor training and investment technology. Founded in early 2018, John Oxley transitioned from an individual financial advisor of 33 years, into the mastermind behind an upcoming multi-million dollar investment advisor firm. By doing what other firms would not, including the sacrifice of fees and intermediaries, John engineered a firm that places attention, not on the client, but on the individual processes that improve the client experience. Retirement Distribution Planning OCM designs client portfolios with institutional money managers-professional portfolio traders, who only work through RIAs. In fact, OCM has hundreds of strategies at their disposal to ensure that clients are receiving: A. Best possible rate of return. B. Exit strategies to avoid sharp market downturns. C. And many other tools to solve your unique problems. By emphasizing distribution, versus accumulation, they work differently than other financial advisors. They specialize in safety of principal, tax strategy evaluations and premier exit strategies. Advisor Training The Oxley-Martin 3-year training tenure incorporates best practices from 33 years of work experience, into a program not only for OCM Advisors, but also for other professionals. By training professionals on advanced customer service, emotional training, portfolio design, and much more, OCM has reinvented the way training occurs within an independent advisory world. Investment Technology OCM is currently developing several proprietary technologies that will revolutionize the financial industry: including an app, training enhancement program and third-party research provider aiming for launch in 2021.

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Oxley Capital Management revenue & valuation

Annual revenue$598,885
Revenue per employee$86,000
Estimated valuation?$2,000,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
C-Suite
Partner

Employees by Department

Oxley Capital Management has 6 employees across 3 departments.

Departments

Number of employees

Funding Data

Oxley Capital Management has never raised funding before.

Frequently asked questions

Oxley Capital Management is located in Lower, New Jersey, US.
You can reach Oxley Capital Management at +18665315642.
Oxley Capital Management was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.
Oxley Capital Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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