Hoxton Wealth

RIASEC Registered
Total AUM
$804M
Discretionary
$0
0% of AUM
Avg account
$445K
Accounts
1,805
Employees
74
Advisory reps
40

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 operates as an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm serves primarily individuals and families and presents itself as a capital allocator — meaning it both manages client portfolios and places capital with third-party managers. Advisory services listed by the firm include financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements include percentage-of-AUM pricing, fixed fees, and other fee structures. Ownership is recorded as a mix of an individual and a foreign entity. The firm does not identify as an active ESG investor. Hoxton Wealth also notes relationships with other professional firms — including other investment advisers, accountants, law firms, and insurance companies — which can support client service and sourcing of investment opportunities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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%

Owners & executives

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Contacts

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Wealth teams

FINTRX

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