Brock Oxford
Spyglass Investment Management · Terre Haute, Indiana
Brock Oxford is a fee-only financial advisor at Spyglass Investment Management in Terre Haute, Indiana. Brock charges a percentage of assets (1% a year on the first tier of assets managed).
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Facts
| Firm | Spyglass Investment Management |
|---|---|
| Based in | Terre Haute, Indiana |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $156.4M across 789 accounts |
| SEC registration | Investment adviser representative in IN · CRD 7556392 |
| Exams passed | Series 65 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | spyglassinvestmentmanagement.com |
| Profile |
How Brock's firm compares
- Spyglass Investment Management's average account is about $198,000, from its Form ADV (assets managed divided by 789 accounts).
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Questions about Brock
Is Brock Oxford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brock holds no broker registration, and Spyglass Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brock charge for financial advice?
Brock charges a percentage of assets.
How much does Brock charge?
According to Spyglass Investment Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Brock Oxford based?
Brock Oxford is based in Terre Haute, Indiana.
Is Brock Oxford registered with the SEC?
Yes. Brock Oxford is registered as an investment adviser representative in IN (CRD 7556392), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Spyglass Investment Management manage?
Spyglass Investment Management reports $156.4M across 789 accounts in assets under management.
How do I contact Brock Oxford?
Through Brock's website, spyglassinvestmentmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Spyglass Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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