Gary Lee Steer
Financial advisor at Oxenfree Capital LLC · Melbourne, FL
Last updated 2026-10-10
Claim your profileGary Lee Steer is a financial advisor at Oxenfree Capital LLC in Melbourne, FL, CRD 2562255. Licenses and exams on the registration: Series 63. First registered 2007-11-29.
Registration
- CRD number
- 2562255
- Registration status
- Active
- First registered
- 2007-11-29
- Years of experience
- 18
- States registered
- FL
Licenses and exams
- Series 63
Designations
- Certified Financial Planner
Work history
- 2008-11 to 2024-08 · Cadaret, Grant & Co., Inc. · Satellite Beach, FL
- 2008-11 to 2024-08 · Steer Financial Advisors · Satellite Beach, FL
- 2024-08 to Present · Oxenfree Financial · Melbourne, FL
- 2026-01 to Present · Oxenfree Tax LLC · Melbourne, FL
Current employment
- Oxenfree Financial · Melbourne, FL
Oxenfree Capital LLC
- Regulatory AUM
- $249,778,714
- Registered advisors
- 8
- Offices
- 2
- Clients per advisor
- 118.8 (High)
- Average AUM per client
- $262.9K (Low)
- High-net-worth client ratio
- 10.4% (Low)
Oxenfree Capital LLC: advisors, services and reported ETF investments
Reported ETF positions
Oxenfree Capital reports 41 ETF positions worth $205.4M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| STXF — Strive 500 ETF | $45.5M |
| STXG — Strive 1000 Growth ETF | $28.1M |
| STXT — Strive Total Return Bond ETF | $16.6M |
| STXK — Strive Small-Cap ETF | $15.6M |
| STXD — Strive 1000 Dividend Growth ETF | $11.2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Oxenfree Capital's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | SPY — SPDR S&P 500 ETF TRUST | $256.9K | Top 98.6% | Peer conviction 63.0% · Active return +2.94% |
| Addressable Market | SPY — SPDR S&P 500 ETF TRUST | $256.9K | Top 99.3% | Addressable AUM $8.8T · Peer conviction 63.0% |
| Residual Alpha | VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $3.6M | Top 99.0% | Residual alpha +0.70% · Residual Sharpe 0.11 |
| Diversification Benefits | UFEB — Innovator U.S. Equity Ultra Buffer ETF - February | $239.8K | Top 97.3% | Replicability (R²) 61.4% · Residual Sharpe 0.20 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Oxenfree Capital LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Accountant or Accounting Firm
Location
1900 S. Harbor City Blvd., Melbourne, FL 32901-4725
8 advisors at this office.
Contact
The firm's filed contact details.
Official record
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