Hoxton Wealth

Overview

Hoxton Wealth operates as an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm serves primarily individuals and families and presents itself as a capital allocator — meaning it both manages client portfolios and places capital with third-party managers. Advisory services listed by the firm include financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements include percentage-of-AUM pricing, fixed fees, and other fee structures. Ownership is recorded as a mix of an individual and a foreign entity. The firm does not identify as an active ESG investor. Hoxton Wealth also notes relationships with other professional firms — including other investment advisers, accountants, law firms, and insurance companies — which can support client service and sourcing of investment opportunities.

Assets & Accounts

Investments & Alternatives

Location & Offices