Box Hill Private Wealth

Overview

Box Hill Private Wealth is an independent, owner-operated registered investment adviser that serves individual and family clients with fee-based portfolio management and financial planning. The firm emphasizes equity-oriented portfolios, primarily delivered through exchange-traded products, and identifies as an active ESG investor—incorporating environmental, social and governance factors into security selection and manager due diligence. Box Hill supplements core public market exposure with allocations to third‑party alternative managers across hedge funds, real estate, managed futures, commodities and energy (oil & gas), using these strategies to diversify return streams and reduce correlation within client portfolios. The firm charges a percentage-of-AUM advisory fee and targets high-net-worth households and small business owners. Box Hill became SEC-registered in 2026 and positions itself as a boutique RIA focusing on customized portfolio construction rather than mass-market product solutions. Its advisory services are concentrated on financial planning and discretionary portfolio management for individuals and small businesses, with custody and trading concentrated through a primary custodian relationship.

Assets & Accounts

Public Holdings

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Location & Offices