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Advisor

Don Fruge

Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) · Oxford, Mississippi

Don Fruge is a fee-only financial advisor at Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) in Oxford, Mississippi. Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmFruge' Capital Advisors, LLC (formerly Oxford Investment ADV)
Based in Oxford, Mississippi
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$141.2M across 128 accounts
SEC registration Investment adviser representative in LA, MS · CRD 5421238
Exams passedSeries 65 (2007)
Firm size2 employees
Disclosures None reported
Websitewww.frugecapital.com

How Don's firm compares

  • Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV)'s average account is about $1.1 million, from its Form ADV (assets managed divided by 128 accounts).

What fee-only advisors charge

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Questions about Don

Is Don Fruge a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Don holds no broker registration, and Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Don charge for financial advice?

Don's firm, Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV), reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Don Fruge based?

Don Fruge is based in Oxford, Mississippi.

Is Don Fruge registered with the SEC?

Yes. Don Fruge is registered as an investment adviser representative in LA and MS (CRD 5421238), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) manage?

Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV) reports $141.2M across 128 accounts in assets under management.

How do I contact Don Fruge?

Through Don's website, www.frugecapital.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
  • 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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