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| Keyboard |
| Fox Financial Inc
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|---|---|
| CRD # | 319679 |
| SEC # | 801-125698 |
| CIK # | 0002004131, 0001754301 |
| AUM | 271.8 M (2026-06-22) |
| Employees | 6 (83% Investors, 100% Brokers) |
| Phone | 610-376-5981 |
| Address | 1105 Berkshire Blvd Ste 120, Wyomissing, PA 19610 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 528 | 139.3 |
| (b) Individuals (high net worth individuals) | 124 | 124.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 8.2 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,006 | 271.8 |
| By Discretionary | ||
| Discretionary | 1,006 | 271.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,006 | 271.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 271.8 | |
| Total | 1,006 | 271.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001754301] | |
| 10-Q | [0001754301] | |
| 3 | [0001754301] | |
| 4 | [0001754301] | |
| 5 | [0001754301] | |
| 8-K | [0001754301] | |
| SC 13G | [0001754301] | |
| 13F-HR | [0002004131] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 10 |
| Serves | Institutional, Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Fox Corp | |
| Ciongoli Adam Grey | |
| Burck William A | |
| Tomsic Steven | |
| Ryan Paul D | |
| Nallen John | |
| Murdoch Lachlan K | |
| Johnson Margaret L | |
| Hernandez Roland A | |
| Carey Chase | |
| View All | |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Fox Corp FOX
Restricted Stock Units · derivative
|
2026-03-25 | Grant | 523 | $0.00 | |
|
Fox Corp FOX
Deferred Stock Units · derivative
|
2026-03-25 | Grant | 70 | $58.49 | 4,094 |
|
Fox Corp FOX
Restricted Stock Units · derivative
|
2026-03-25 | Grant | 142 | $0.00 | |
|
Fox Corp FOX
Restricted Stock Units · derivative
|
2026-03-25 | Grant | 74 | $0.00 | |
|
Fox Corp FOX
Restricted Stock Units · derivative
|
2026-03-25 | Grant | 284 | $0.00 | |
|
Fox Corp FOX
Deferred Stock Units · derivative
|
2026-03-25 | Grant | 126 | $58.49 | 7,370 |
|
Fox Corp FOX
Restricted Stock Units · derivative
|
2026-03-25 | Grant | 123 | $0.00 | |
|
Fox Corp FOX
Restricted Stock Units · derivative
|
2026-03-25 | Grant | 122 | $0.00 | |
|
Fox Corp FOX
Restricted Stock Units · derivative
|
2026-03-25 | Grant | 142 | $0.00 | |
|
Fox Corp FOX
Deferred Stock Units · derivative
|
2026-03-25 | Grant | 136 | $58.49 | 7,955 |
|
Fox Corp FOX
Restricted Stock Units · derivative
|
2026-03-25 | Grant | 480 | $0.00 | |
|
Fox Corp FOX
Deferred Stock Units · derivative
|
2026-03-25 | Grant | 70 | $58.49 | 4,094 |
|
Fox Corp FOX
Deferred Stock Units · derivative
|
2026-03-25 | Grant | 126 | $58.49 | 7,370 |
|
Fox Corp FOX
Restricted Stock Units · derivative
|
2026-03-25 | Grant | 128 | $0.00 | |
|
Fox Corp FOX
Restricted Stock Units · derivative
|
2026-03-25 | Grant | 131 | $0.00 | |
|
Fox Corp FOX
Deferred Stock Units · derivative
|
2026-03-25 | Grant | 126 | $58.49 | 7,370 |
|
Fox Corp FOX
Restricted Stock Units · derivative
|
2026-03-25 | Grant | 237 | $0.00 | |
|
Fox Corp FOX
Restricted Stock Units · derivative
|
2026-03-25 | Grant | 271 | $0.00 | |
|
Fox Corp FOX
Restricted Stock Units · derivative
|
2026-03-25 | Grant | 131 | $0.00 | |
|
Fox Corp FOX
Class A Common Stock
|
2026-03-13 | Sell | 175,372 | $60.63 | 10,632,804 |
| showing 20 of 200 most recent transactions | |||||
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|---|---|---|
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✚
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|
271.9 M | |
|
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✚
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|
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✚
|
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|
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✚
|
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