Oxinas Partners, Llc
- Regulatory AUM
- $391M
- Discretionary
- $388M
- Clients
- 754
- Avg AUM / client
- $519K
- Accounts
- 1,738
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Feb 11, 2026
Investments (13F portfolio — 149 positions, $253,729,435)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | State Str Spdr S&P 500 Etf T | TR UNIT | $15,726,880 | 21,060 | 6.2% | 4.02% |
| 2 | Wisdomtree Tr | US QTLY DIV GRT | $13,081,154 | 136,804 | 5.16% | 3.35% |
| 3 | Wisdomtree Tr | US QUALITY GROW | $12,578,922 | 190,503 | 4.96% | 3.22% |
| 4 | Spdr Series Trust | ST STR P500GRW | $11,895,189 | 99,968 | 4.69% | 3.04% |
| 5 | Invesco Qqq Tr | UNIT SER 1 | $8,946,126 | 12,148 | 3.53% | 2.29% |
| 6 | Apple Inc | COM | $8,022,704 | 27,726 | 3.16% | 2.05% |
| 7 | Alphabet Inc | CAP STK CL C | $7,770,875 | 21,993 | 3.06% | 1.99% |
| 8 | Tesla Inc | COM | $6,189,690 | 14,716 | 2.44% | 1.58% |
| 9 | Vanguard Whitehall Fds | HIGH DIV YLD | $5,960,364 | 37,717 | 2.35% | 1.52% |
| 10 | Amazon Com Inc | COM | $5,753,888 | 24,142 | 2.27% | 1.47% |
| 11 | Ishares Tr | CORE S&P500 ETF | $5,366,847 | 7,166 | 2.12% | 1.37% |
| 12 | United Airls Hldgs Inc | COM | $5,319,657 | 39,118 | 2.1% | 1.36% |
| 13 | J P Morgan Exchange Traded F | US VALUE FACTR | $5,087,372 | 86,756 | 2.01% | 1.3% |
| 14 | Ishares Tr | CORE US AGGBD ET | $5,032,737 | 50,846 | 1.98% | 1.29% |
| 15 | Pimco Etf Tr | ENHAN SHRT MA AC | $4,924,253 | 48,847 | 1.94% | 1.26% |
| 16 | Wisdomtree Tr | YIELD ENHANCD US | $4,907,201 | 112,861 | 1.93% | 1.26% |
| 17 | Spdr Index Shs Fds | ST STR PO EX ETF | $4,803,433 | 95,325 | 1.89% | 1.23% |
| 18 | Capital Group Growth Etf | SHS CREAT UNIT | $4,199,359 | 88,969 | 1.66% | 1.07% |
| 19 | Capital Group Dividend Value | SHS CREAT UNIT | $3,942,854 | 80,009 | 1.55% | 1.01% |
| 20 | Schwab Strategic Tr | US LCAP GR ETF | $3,513,176 | 103,817 | 1.38% | 0.9% |
| 21 | Ishares Tr | FLTG RATE NT ETF | $3,411,692 | 66,830 | 1.34% | 0.87% |
| 22 | Micron Technology Inc | COM | $3,142,883 | 2,723 | 1.24% | 0.8% |
| 23 | J P Morgan Exchange Traded F | NASDAQ EQT PREM | $3,000,974 | 48,828 | 1.18% | 0.77% |
| 24 | Alphabet Inc | CAP STK CL A | $2,871,101 | 8,034 | 1.13% | 0.73% |
| 25 | Microsoft Corp | COM | $2,857,277 | 7,660 | 1.13% | 0.73% |
Top 25 of 149 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 620 | $178M | 45.4% |
| High net worth individuals | 88 | $172M | 44.0% |
| Pension and profit sharing plans | 38 | $35.4M | 9.06% |
| Charitable organizations | Fewer than 5 clients | $2.8M | 0.71% |
| Corporations and other businesses | 8 | $3.1M | 0.79% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Takigawa Corporation America 401 K Plan Takigawa Corporation America | 2024 | |
| Humana Retirement Savings Plan Humana Inc. | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Christopher Coxon | Partner And Financial Advisor | Jan 2018 (9y) | 25% – 50% | |
| Gary G Bouch | Partner And Financial Advisor | Jan 2018 (9y) | 25% – 50% | |
| Matthew Thomas Wagner | Partner, Financial Advisor, And Chief Compliance Officer | Jan 2018 (9y) | 25% – 50% | |
| William D Green | Registered representative | Jan 2019 (8y) | ||
| Samuel David Gurvitch | Registered representative | Dec 2021 (5y) | ||
| Paul Jason Caruso | Registered representative | Mar 2023 (3y) | ||
| Travis C Jaggers | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Takigawa Corporation America 401 K Plan | Takigawa Corporation America | 84 | $906K | 01/01/2024 |
| Humana Retirement Savings Plan | Humana Inc. | 42,968 | $7.7B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/11/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $391M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 11, 2026.
View current Form ADV (SEC/IAPD) ↗