Nathan R Kallal
Investment adviser representative at Oxenfree Financial
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Oxenfree FinancialJun 2023 to now
- Affinity Financial AdvisorsAug 2020 to Oct 2023
- James Phillips Pa dba Phillips Financial AdvisorsAug 2020 to Oct 2023
- Freedom High SchoolAug 2015 to Jul 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 7285034
- Firm CRD
- 327105