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| Fox Hill Wealth Management
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|---|---|
| CRD # | 321881 |
| SEC # | 801-127922 |
| CIK # | 0002016110 |
| AUM | 290.2 M (2026-03-30) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 781-613-2600 |
| Address | 84 Bridge Street Dedham, MA 02026 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| In the News | |
|---|---|
| Thu, 01 Oct 2026 | Fox Hill Wealth Management Purchases 44,332 Shares of Apple Inc. $AAPL — MarketBeat |
| Sun, 27 Sep 2026 | Fox Hill Wealth Management Makes New Investment in Amazon.com, Inc. $AMZN — MarketBeat |
| CIK | Period |
|---|---|
| 0002016110 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 16.1 | ||
| Nvidia Corp | 12.3 | ||
| Apple Inc | 10.7 | ||
| Lilly Eli & Co | 8.6 | ||
| Amazon Com Inc | 6.0 | ||
| Palo Alto Networks Inc | 4.8 | ||
| Palantir Technologies Inc | 4.7 | ||
| Goldman Sachs Group Inc | 4.3 | ||
| TJX Companies Inc /DE/ | 4.3 | ||
| SPDR Gold Trust | 4.1 | ||
| Arista Networks Inc | 4.1 | ||
| Alphabet Inc | 3.9 | ||
| Duke Energy Corp | 3.9 | ||
| Caterpillar Inc | 3.6 | ||
| Alcoa Inc | 3.6 | ||
| Teva Pharmaceutical Industries Ltd | 3.3 | ||
| Dollar General Corp | 3.0 | ||
| Lockheed Martin Corp | 3.0 | ||
| United Technologies Corp /DE/ | 3.0 | ||
| Northrop Grumman Corp /DE/ | 2.8 | ||
| Norfolk Southern Corp | 2.8 | ||
| Entergy Corp /DE/ | 2.7 | ||
| Core & Main Inc | 2.7 | ||
| Wal Mart Stores Inc | 2.7 | ||
| Costco Wholesale Corp /NEW | 2.6 | ||
| Nisource Inc/DE | 2.5 | ||
| Netflix Inc | 2.5 | ||
| Vistra Energy Corp | 2.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 326 | 85.0 |
| (b) Individuals (high net worth individuals) | 79 | 203.2 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 5 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,244 | 290.2 |
| By Discretionary | ||
| Discretionary | 1,244 | 290.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,244 | 290.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 290.2 | |
| Total | 1,244 | 290.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002016110] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Accretive Wealth Management LLC
✚
|
CA | 290.7 M |
|
Leigh Baldwin & Co LLC
✚
|
NY | 290.6 M |
|
Lockshield Partners Inc
✚
|
KY | 290.6 M |
|
Birks Financial Corp
✚
|
VA | 290.6 M |
|
Godshalk Welsh Capital Management Inc
✚
|
PA | 290.5 M |
|
Martin Capital Partners LLC
✚
|
OR | 290.5 M |
|
M&B Investment Advisors LLC
✚
|
OH | 290.2 M |
|
Gimbal Financial LLC
✚
|
IN | 290.0 M |
|
Pacific Sun Financial Corp
✚
|
CA | 290.0 M |
|
Money Management Financial Services LLC
✚
|
NJ | 289.6 M |