Overview
Assets Under Management: $97 million
Headquarters: GRAPEVINE, TX
High-Net-Worth Clients: 108
Average Client Assets: $0.7 million
Frequently Asked Questions
BOX FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155623), BOX FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
BOX FINANCIAL ADVISORS, LLC is headquartered in GRAPEVINE, TX.
BOX FINANCIAL ADVISORS, LLC serves 108 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, BOX FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
BOX FINANCIAL ADVISORS, LLC manages $97 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, BOX FINANCIAL ADVISORS, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.24%
Average Client Assets: $0.7 million
Total Client Accounts: 932
Discretionary Accounts: 889
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 155623
Filing ID: 2073327
Last Filing Date: 2026-03-27 12:47:39