Ted Oakley
Founder & Managing Partner, Oxbow Advisors
Ted Oakley is the founder and managing partner of Oxbow Advisors, an Austin, Texas, investment adviser for high-net-worth clients that was known until 2011 as Herndon Plant Oakley Advisors. He began his career in Dallas and has worked in the securities industry since 1975: at Merrill Lynch, as a broker at Rotan Mosle from 1976 to 1985 and at Rauscher Pierce Refsnes (later Dain Rauscher) from 1985 to 1998, and since 1998 at Herndon Plant Oakley, a Texas broker-dealer affiliated with Oxbow, where he is a partner. He is a CFA charterholder and a Certified Financial Planner. His books on keeping wealth include You Sold Your Company, Crazy Time, Rich Kids Broke Kids and, in 2025, Second Generation Wealth. A frequent guest on Fox Business, Bloomberg Radio, The David Lin Report and The Julia La Roche Show, he stresses capital preservation, short-dated Treasuries, energy and precious metals, and caution about stretched stock valuations.
Leaderboard rank
Open in leaderboard →| Horizon | 7D | 30D | 90D | 180D | 360D | AVG |
|---|---|---|---|---|---|---|
| Rank | #662 | #309 | #664 | #331 | #12 | #349 |
| Calls | 82 | 75 | 61 | 39 | 25 | 75 |
| Avg return | -0.2% | +0.9% | +1.3% | +8.8% | +29.8% | +3.0% |
| vs S&P 500 | -0.2 pp | +1.4 pp | -3.9 pp | -1.6 pp | +12.7 pp | -1.2 pp |
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Ted Oakley has 64 trade ideas tracked on Buzzberg across 64 tickers since March 2025. Win rate 48% across 64 evaluated calls, average return +11.9%. Ranked #309 on Buzzberg's 30-day Authors leaderboard. Most covered: GOLD, GDX, XLE.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
