Oxbow Advisors, LLC
Oxbow Advisors, LLC is an SEC-registered investment adviser headquartered in Austin, Texas. Founded in 2011, the firm manages over $2.1 billion in assets and employs approximately 13 professionals. Oxbow provides financial planning, portfolio management for individuals (including high net worth), businesses, pension consulting, and retirement planning services, serving more than 1,600 clients, with a strong focus on both individual investors and corporate accounts.
Investment Strategy
Oxbow Advisors, LLC offers discretionary investment management focused on diversified portfolios, with major holdings in both equities—such as Microsoft, Apple, and Alphabet—and alternative assets including gold trusts and energy master limited partnerships. The firm emphasizes risk management, income generation, and long-term wealth preservation, tailoring strategies for a mix of high net worth individuals, charitable organizations, and corporations.
Top Holdings
Equity Positions (208)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TBIL | RBB FD INC | 11.26% | $103.0M | 2,060,435 | $49.86 | $50.00 | -$25.9M |
I IAU | ISHARES GOLD TR | 6.45% | $59.0M | 946,228 | $35.52 | $62.36 | +$2.0M |
E EPD | ENTERPRISE PRODS PARTNERS L | 4.55% | $41.6M | 1,342,274 | $22.94 | $31.01 | -$4.7M |
M MSFT | MICROSOFT CORP | 4.49% | $41.1M | 82,659 | $118.55 | $497.41 | +$9.7M |
A AAPL | APPLE INC | 2.96% | $27.0M | 131,800 | $64.03 | $205.17 | +$1.6M |