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BOX FINANCIAL ADVISORS, LLC

dba BOX FINANCIAL ADVISORS, LLC · CRD 155623 · Registered Investment Adviser

Manages private funds

BOX FINANCIAL ADVISORS, LLC is a Registered Investment Adviser headquartered in GRAPEVINE, TX. The firm reports $96,912,257 in regulatory assets under management across 932 accounts, and manages 1 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$93,363,732
Non-discretionary$3,548,525
Total RAUM$96,912,257
Accounts932

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 155623. adviserinfo.sec.gov/firm/summary/155623.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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