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FRUGE' CAPITAL ADVISORS, LLC

dba FRUGE' CAPITAL ADVISORS, LLC (FORMERLY OXFORD INVESTMENT ADV) · CRD 149447 · Registered Investment Adviser

FRUGE' CAPITAL ADVISORS, LLC is a Registered Investment Adviser headquartered in OXFORD, MS. The firm reports $141,208,889 in regulatory assets under management across 128 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$140,208,702
Non-discretionary$1,000,187
Total RAUM$141,208,889
Accounts128

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 149447. adviserinfo.sec.gov/firm/summary/149447.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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