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Thomas Milton Crain

Oxbow Advisors, LLC

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About Thomas Milton Crain

Thomas Crain is an Investment Advisor Representative with Oxbow Advisors, LLC based in Houston, Texas. Thomas is a registered Investment Advisor in Texas. Thomas has been in the financial industry since 2012. Thomas holds the Series 65 license. Thomas has previous experience with Herndon Plant Oakley, Ltd. in Corpus Christi, Texas.

Firm Information

Thomas Crain is currently registered with Oxbow Advisors, LLC. Oxbow Advisors, LLC is an investment advisor located in Austin, TX. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They manage approximately $2.1 billion in assets for 1,625 clients, including high-net-worth individuals, corporations, charities, and pension plans.
Oxbow Advisors, LLC

500 WEST 5TH STREET, SUITE 1205

AUSTIN, TX 78701

$2.10B

Assets Under Management

2

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Thomas Crain’s Registration & Firm History

TX

03/07/2014 - Present

Oxbow Advisors, LLC (HOUSTON TX)

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Licenses & Designations

IA

Issued 01/14/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Milton Crain.
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