Box Financial Advisors, LLC

RIASEC Registered

Total AUM

$96.9M

Discretionary

$93.4M

96% of AUM

Avg account

$104K

Accounts

932

Employees

Advisory reps

Firm details

Headquarters: Grapevine, Texas
CRD number: 155623
Registered since: April 26, 2023
Website: boxfinancial.com
Custodians: EQUITY TRUST COMPANY BROKERAGE
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI73.24%
Individuals20.82%
Corporations / Businesses5.94%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Box Financial Advisors, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC registered (2023) and serves both individual and family clients as well as institutional accounts. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and institutional/business clients, and educational seminars and workshops. Fee arrangements include asset-based fees, fixed fees and performance-based fees. The firm is not positioned as an active ESG investor and does not operate as a capital allocator. It also has an industry affiliation with an insurance company.