Box Financial Advisors, LLC

RIASEC Registered
Total AUM
$96.9M
Discretionary
$93.4M
96% of AUM
Avg account
$104K
Accounts
932
Employees
4
Advisory reps
2

Firm details

Headquarters
Grapevine, Texas
CRD number
155623
Registered since
April 26, 2023
Custodians
EQUITY TRUST COMPANY BROKERAGE
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI73.24%
  • Individuals20.82%
  • Corporations / Businesses5.94%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Box Financial Advisors, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC registered (2023) and serves both individual and family clients as well as institutional accounts. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and institutional/business clients, and educational seminars and workshops. Fee arrangements include asset-based fees, fixed fees and performance-based fees. The firm is not positioned as an active ESG investor and does not operate as a capital allocator. It also has an industry affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 66%, Public Funds/Mutual Funds 22%, Cash & Cash Equivalents 6%, Exchange Traded Equities 4%, Investment Grade Corp Bonds 1%66%
  • Private Funds66%
  • Public Funds/Mutual Funds22%
  • Cash & Cash Equivalents6%
  • Exchange Traded Equities4%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • Dustin Parker

    COOCRD 5861540

Contacts

1 of 1
  • Quantrel Hedrick

    Quantrel Hedrick

    Vice President, Wealth ManagerCRD 6568962

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Grapevine, TX

Tarrant

Location

Grapevine, TX

Headquartered in Grapevine, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Tarrant
Address
1600 W Northwest Hwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth