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| Hoxton Wealth USA LLC
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|---|---|
| CRD # | 307387 |
| SEC # | 801-123553 |
| CIK # | |
| AUM | $470.0 M (2025-06-24) |
| Employees | 74 (50% Investors, 0% Brokers) |
| Phone | 737-249-9620 |
| Address | 101 Hudson Street Jersey City, NJ 07302 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 618 | 194.6 |
| (b) Individuals (high net worth individuals) | 302 | 275.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,150 | 470.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,150 | 470.0 |
| Total | 1,150 | 470.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 101.8 | |
| United States Persons | 368.2 | |
| Total | 1,150 | 470.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Libra Wealth LLC
✚
|
CA | 0.5 |
|
McLaughlin Ryder Investments Inc
✚
|
VA | 0.5 |
|
Frederick Financial Consultants LLC
✚
|
MD | 0.5 |
|
Walter C Flower & Co Inc
✚
|
0.5 | |
|
Wellington Shields & Co LLC
✚
|
NY | 0.5 |
|
DDFG Inc
✚
|
CA | 0.5 |
|
Stokes Capital Advisors LLC
✚
|
SC | 0.5 |
|
Drexel Morgan & Co
✚
|
PA | 0.5 |
|
Narus Financial Partners LLC
✚
|
UT | 0.5 |
|
Vickerman Investment Advisors Inc
✚
|
WA | 0.5 |