You're signed outSign in or to get full access.
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.
Latest 13F Filing Activity
Oxbow Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 208 equity positions with a total 13F market value of $915M. The fund increased holdings in Conocophillips, Chevron Corp. New, Microsoft Corp. among other positions. Oxbow Advisors, LLC reduced exposure to Vanguard World FD, RBB FD Inc., Wells Fargo Co. New among others.
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 |
Industry Allocation
Investment Team (6)
| Name | Role | Location | |
|---|---|---|---|
 | Partner and Portfolio Manager | Houston, TX , United States | |
 | Vice President Portfolio Management Systems | Tyler, TX , United States | |
 | Principal | Richfield, OH , United States | |
 | Partner, Portfolio Manager | Houston, TX , United States | |
B Braden Kopp | Vice President- Portfolio Manager | Houston, TX , United States | |
 | Partner, Chief Investment Officer | Austin, TX , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more