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Garth Ovead Moreau

Investment adviser representative at Oxenfree Financial
15 yearsExperience
1 stateRegistered in
$249.8MFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

15 years in the industry.

  1. Oxenfree FinancialJun 2023 to now
  2. Cetera Investment Advisers LLCMar 2023 to Jul 2023
  3. Affinity Financial AdvisorsMay 2020 to Oct 2023
  4. Cetera Advisor Networks LLCNov 2014 to Jul 2023
  5. James Phillips P.A. dba Phillips Financial AdvisorsMar 2008 to Oct 2023

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (FL).

Oxenfree Financial

Legal name: Oxenfree Capital LLC

$249.8MAssets managed
950Clients
8Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5480972
Firm CRD
327105
Advisor's SEC record (opens in a new tab)
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