|
⚲
|
| Keyboard |
| Hoxton Wealth USA LLC
✚
|
|
|---|---|
| CRD # | 307387 |
| SEC # | 801-123553 |
| CIK # | |
| AUM | 803.5 M (2026-05-18) |
| Employees | 74 (46% Investors, 0% Brokers) |
| Phone | 737-249-9620 |
| Address | 101 Hudson Street Jersey City, NJ 07302 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 949 | 342.9 |
| (b) Individuals (high net worth individuals) | 429 | 460.6 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,805 | 803.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,805 | 803.5 |
| Total | 1,805 | 803.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 607.0 | |
| United States Persons | 196.5 | |
| Total | 1,805 | 803.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kozak & Tripp Private Asset Management Inc
✚
|
CO | 813.4 M |
|
Integris Wealth Management LLC
✚
|
CA | 812.0 M |
|
Franklin Parlapiano Turner & Welch LLC
✚
|
TX | 811.5 M |
|
The Advocate Group LLC
✚
|
MN | 809.9 M |
|
Zanetti Financial LLC
✚
|
NM | 809.4 M |
|
Tanglewood Legacy Advisors LLC
✚
|
TX | 809.0 M |
|
Firestone Capital Management Inc
✚
|
FL | 806.2 M |
|
Great Diamond Partners LLC
✚
|
ME | 804.1 M |
|
McNamara Financial Services Inc
✚
|
MA | 797.9 M |
|
Schiavi & Company LLC
✚
|
DE | 797.6 M |