Hoxton Wealth

RIASEC RegisteredEst. 2022
Total AUM
$804M
Discretionary
$0
0% of AUM
Avg account
$445K
Accounts
1,805
Employees
74
Advisory reps
39

Firm details

Headquarters
Orlando, Florida
CRD number
307387
Registered since
March 29, 2022
Custodians
INTERACTIVE BROKERS LLC, RL360, NOVIA GLOBAL
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • HNWI57.32%
  • Individuals42.68%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Hoxton Wealth is an independent registered investment adviser that began SEC registration in 2022 and operates as an LLC. Ownership is listed as a combination of a foreign entity and an individual. The firm serves individual and family clients and functions as a capital allocator, directing client capital to external managers in addition to providing direct advisory services. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements are a mix of percentage-of-AUM, fixed fees, and other structures. The firm does not identify as an active ESG investor. Hoxton Wealth maintains industry relationships with other investment advisers, accounting firms, law firms, and insurance companies, which suggests a model that integrates third-party specialists into client solutions rather than relying solely on in-house product manufacturing.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 62%, Public Funds/Mutual Funds 25%, Cash & Cash Equivalents 8%, Exchange Traded Equities 5%62%
  • Other62%
  • Public Funds/Mutual Funds25%
  • Cash & Cash Equivalents8%
  • Exchange Traded Equities5%

Contacts

3 of 39
  • Tom Streader

    Investment Adviser RepresentativeCRD 8095906

  • Daniel Abbott

    Daniel Abbott

    Wealth PlannerCRD 7746132

  • Jonathon Bithell

    Jonathon Bithell

    Wealth PlannerCRD 8282078

Unlock 36 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Orlando, FL

Orange

Location

Orlando, FL

Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
100 E Pine St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth