Oxenfree Capital LLC
OxenFree Capital LLC, headquartered in Melbourne, Florida, is an independent investment adviser and financial planning firm founded in 2011. The firm is registered with the SEC and operates under the OxenFree Financial brand, serving over 1,500 clients—primarily individuals, including both high net worth and retail clients, as well as a small number of charitable organizations and businesses. With a team of approximately 8 employees, OxenFree Capital provides holistic financial and investment advisory services, with a strong focus on personalized, long-term planning and client education.
Investment Strategy
OxenFree Capital LLC delivers customized portfolio management primarily for individuals, focusing on long-term growth, retirement planning, and achieving financial peace of mind. Their investment philosophy emphasizes financial independence through asset allocation, diversification across sectors and asset classes, and disciplined, client-centric advice. The firm manages assets using both discretionary and non-discretionary approaches, tailoring strategies to investors' unique goals and risk tolerance.
Top Holdings
Equity Positions (45)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S STRV | EA SERIES TRUST | 23.07% | $41.9M | 962,243 | $33.53 | $43.20 | +$6.7M |
S STXG | EA SERIES TRUST | 13.27% | $24.1M | 476,449 | $36.69 | $49.92 | +$3.3M |
S STXT | EA SERIES TRUST | 9.49% | $17.3M | 849,207 | $20.36 | $20.26 | +$1.6M |
S STXD | EA SERIES TRUST | 6.72% | $12.2M | 330,721 | $30.33 | $36.42 | +$1.1M |
S STXK | EA SERIES TRUST | 5.88% | $10.7M | 319,001 | $29.35 | $33.02 | +$853.4K |