Box Hill Private Wealth
Firm details
- Headquarters
- ,
- CRD number
- 322620
- Registered since
- March 4, 2026
- Website
- boxhillprivatewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.93%
- Individuals3.07%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Box Hill Private Wealth is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (registration year 2026) and primarily serves individual and family clients through fee-based relationships charged as a percentage of assets under management. Core advisory services listed in filings are financial planning and portfolio management for individuals and small businesses. The firm identifies as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Investment Grade Corp Bonds15%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$116M in ETFs
89%
$103M
9%
$13.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $22.6M | 64,323 | 19.51% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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