BOX FINANCIAL ADVISORS, LLC

RIASEC RegisteredEst. 2023

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 that began SEC registration in 2023. The firm serves both individuals and families as well as institutional clients, offering comprehensive financial planning, discretionary portfolio management across individual, pooled and business/institutional accounts, and educational seminars. Its fee arrangements include percentage-of-AUM billing, fixed fees, and performance-based fees. Investment policy leans away from ESG-labeled strategies (the firm is not an active ESG investor). Box Financial Advisors is not positioned as a multi-state adviser or a pension consultant and does not act as a separate capital allocator; its business mix emphasizes client-facing advisory services rather than institutional capital deployment.