Robert Dale Ramsey

Employer firm

Oxford Financial Group, Ltd CRD 105303

$23.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2021 → Present
  Oxford Financial Group, Ltd
  Carmel, IN
• 10/2017 → 02/2021
  Pendyne Capital Llc
  Naples, FL
• 04/2012 → 10/2017
  Indiana Public Retirement System
  Indianapolis, IN

Other Businesses

The Local Butcher, LLC-9/2015-part owner-not investment related-no compensation. Non investment related businesses and receives customary compensation: Stryve Foods, Inc-4/2018-Board Member (Client Related); Mayfair-Tile Redi, LLC-3/2022-Board Member; Mayfair-IDW, Inc.- 6/2021-Board Member. Non investment related businesses, no compensation: Top Echelon Software Holdings, LLC-8/2018-Board Member (Client Related); Indianapolis Symphony Orchestra Foundation-2015-Board Member and Investment Committee Member; Baseline Fitness, LLC-2/2024-CEO & Secretary, Board Member; Baseline Fitness Buyer, LLC-2/2024-CEO & Secretary; Baseline Fitness Topco, LLC-2/2024-CEO & Secretary. Investment related, no compensation: Pacenote Capital, LLC-8/2018-Advisory Board Member (Client Related).

Designations

• Chartered Financial Analyst

Other Names

• Bo Ramsey