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Cameron Jacob Archibald

Investment adviser representative at Oxford Wealth Management
15 yearsExperience
1 stateRegistered in
$109.6MFirm assets
2 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 assetsFixed or flat feePerformance-based

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. Oxford Wealth ManagementSep 2024 to now
  2. Utah Valley UniversityAug 2023 to now
  3. Teton Strategy Group LLCMay 2022 to now
  4. Bold GroupJun 2020 to May 2022
  5. Zions BankFeb 2018 to Jun 2020
  6. Utah Governor's OfficeJun 2016 to Feb 2018
  7. Utah JazzFeb 2011 to Dec 2016

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

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

Oxford Wealth Management

Legal name: Oxford Wealth Management LLC

$109.6MAssets managed
66Clients
3Advisers
2 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
7978555
Firm CRD
332725
Advisor's SEC record (opens in a new tab)
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