Broker Check

Investment Advisors

Our Investment Advisor Representatives are true fiduciaries. Representatives are licensed with a Series 65 law license, admitting them as a true fiduciary: a license held by less than 10% of financial advisors.

Advisors face a three-year training tenure. Throughout this period, they learn an investment framework that has been our backbone for more than 30 years. This same framework is used when constructing each and every client portfolio.

Each representative is given management of their own team: including, but not limited to, an office administrator, case design team, access to a group of traders and outside professional asset managers not mutual funds. 

Investment Philosophy

At Oxley Capital Management, we emphasize the value of tactical asset allocations-making subtle shifts to long-term allocations to respond to changing market conditions. We establish long-term strategies based on CMEs’, or Capital Market Expectations. This approach consists of forward-looking views of the financial markets.

Onward, we will explore the components of our investment philosophy, such as:

  • Creating the Efficient Frontier
  • Minimizing Portfolio Volatility
  • Multiple Wealth Preservation Techniques 
  • Creating Excess Returns
  • Portfolio Composition and Adjustment 

Firm Operations

Oxley Capital Management doesn’t just sound and look different. We are different. Our strong differentiation is attributed to our firm operation’s structure; we are a proprietary private wealth management firm with an in-house advisor training facility, managed options program, research center and comprehensive investment plan design team.


Oxley Capital Management is leading an innovative expansion across the east coast of the United States. We require the assistance of sophisticated financial professionals. At OCM, you’ll be part of one of the fastest growing teams throughout the country. As a partner with OCM, you’ll not only receive benefits exclusive to our company, but you’ll be part of a proactive training tenure designed to improve your skills and abilities.

We are currently looking for the following professionals:

  • Professional Trader
  • Investment Advisor Representative
  • Experienced Fiduciaries with Three Years AUM/ Team Position  
  • Office Administrator Assistants 

  • Life and Health Insurance Agents Call: (856) 669-8866

Have a Question?

Thank you!