Hoxton Wealth
Firm details
- Headquarters
- Orlando, Florida
- CRD number
- 307387
- Registered since
- March 29, 2022
- Website
- hoxtoncapitalusa.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other62%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents8%
- Exchange Traded Equities5%
Contacts
3 of 39Tom Streader
Investment Adviser RepresentativeCRD 8095906
Daniel Abbott
Wealth PlannerCRD 7746132

Jonathon Bithell
Wealth PlannerCRD 8282078
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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