HOXTON WEALTH

RIASEC RegisteredEst. 2022

Total AUM

$804M

Discretionary

0% of AUM

Avg account

$445K

Accounts

1,805

Employees

Advisory reps

Firm details

Headquarters: JERSEY CITY, New Jersey
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 Individuals

Firm profile

FINTRX

Overview

Hoxton Wealth is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its ownership is a mix of an individual and a foreign entity. Fee arrangements include percentage-of-AUM charges as well as fixed and other fee structures. Filings identify the firm as neither a capital allocator nor an active ESG investor; it also does not position itself as a pension consultant or a related adviser. Hoxton Wealth lists industry relationships with other investment advisers, accounting firms, law firms, and insurance companies, indicating a networked approach to client service and outside expertise.