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Ashlee Danette Walton

Ashlee D. Walton

OXFORD FINANCIAL GROUP, LTD
CINCINNATI, OH 45202
Some features on this profile are disabled
CRD#: 6801721
Ashlee Danette Walton

Professional summary

Ashlee Danette Walton, CFP®, who also goes by Ashlee D Argabrite, Ashlee D Walton, is a registered financial advisor currently at OXFORD FINANCIAL GROUP, LTD located in Cincinnati, Ohio.

Ashlee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Ashlee has worked at 5 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ashlee D Argabrite | Ashlee D Walton

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashlee Danette Walton's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

April 16, 2026 - Present

OXFORD FINANCIAL GROUP, LTD

Office #1: 221 East Fourth Street, Cincinnati, OH 45202
RIA
CRD#: 105303
CINCINNATI, OH
Past

March 7, 2024 - March 13, 2026

GOLDSTONE FINANCIAL GROUP, LLC

RIA
CRD#: 222520
OAKBROOK TERRACE, IL
Past

August 29, 2022 - April 13, 2026

JAMES INVESTMENT RESEARCH INC

RIA
CRD#: 110433
XENIA, OH
Past

June 12, 2017 - December 2, 2021

BUCKINGHAM FINANCIAL GROUP, INC.

RIA
CRD#: 117982
DAYTON, OH
Past

June 12, 2017 - December 2, 2021

BUCKINGHAM CAPITAL MANAGEMENT, INC.

RIA
CRD#: 117984
DAYTON, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OF
OXFORD FINANCIAL GROUP, LTD
FAMILY OFFICE SERVICES OF OXFORD | THE OXFORD GROUP, LTD | THE OXFORD FAMILY OFFICE | PHILANTHROPIC COUNSEL OF OXFORD | OXFORD WEALTH ADVISORS | OXFORD GROUP, LTD | OXFORD GROUP LTD | OXFORD FINANCIAL GROUP, LTD. LLC | OXFORD FINANCIAL GROUP, LTD | OXFORD FINANCIAL ADVISORS CORPORATION | OXFORD FINANCIAL ADVISORS | INVESTMENT SERVICES OF OXFORD

CRD#: 105303 / SEC#: 801-20692

RIA
Registered Investment Advisory firm - (2/7/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Indiana
(4/16/2026)

Exams

Current Firm

OF
OXFORD FINANCIAL GROUP, LTD
FAMILY OFFICE SERVICES OF OXFORD | THE OXFORD GROUP, LTD | THE OXFORD FAMILY OFFICE | PHILANTHROPIC COUNSEL OF OXFORD | OXFORD WEALTH ADVISORS | OXFORD GROUP, LTD | OXFORD GROUP LTD | OXFORD FINANCIAL GROUP, LTD. LLC | OXFORD FINANCIAL GROUP, LTD | OXFORD FINANCIAL ADVISORS CORPORATION | OXFORD FINANCIAL ADVISORS | INVESTMENT SERVICES OF OXFORD

CRD#: 105303 / SEC#: 801-20692

RIA
Registered Investment Advisory firm - (2/7/1984 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
11711 North Meridian Street Suite 600, Carmel, IN 46032
Mailing Address
P. O. Box 80238, Indianapolis, IN 46280-0238
Phone number
(317) 843-5678
Established
Firm type
Fiscal year end
# of Employees
154

SEC notice filing (27 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

OXFORD FINANCIAL GROUP LTD. FORM ADV PART 2A JUNE 2025 (6/25/2025)

Regulatory assets under management

Total Number of Accounts6,467
AUM (Assets Under Management)$ 19,650,381,670

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/28/2026
Cover Page
Report
04/16/2025
Cover Page
Report
03/28/2025
Cover Page
Report
03/15/2024
Cover Page
Report
03/24/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

OXFORD FINANCIAL GROUP, LTD

CRD#: 105303Cincinnati, OH 45202

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