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SEC Documents

Oxford Financial Partners is registered with the United States Securities and Exchange Commission (“SEC”). Additional information about our business practices can be found in our Form ADV filings with the SEC by following the links below.

Our firm’s unique identifying number, known as a CRD number, is 282843.


ADV Part I (please search for Siena Capital, LLC)

Form ADV Part 2A – Business Practices

Form ADV Part 2B – Erik Christman

Form ADV Part 2B – Patrick Walsh

Form ADV Part 2B – Tyler Henderson

Form ADV Part 2B – Harrison Wolfe