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 and is owned by a combination of a domestic entity and an individual. The firm serves both individual and family clients as well as institutional clients, and charges fees based on a percentage of assets under management, fixed fees, and in some cases performance-based fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and institutional/business accounts, and educational seminars or workshops. Box Financial Advisors is not positioned as an ESG-focused manager and does not identify as a multi-state adviser; it also reports an affiliation with an insurance company.