ROXBURY FINANCIAL

RIASEC RegisteredEst. 2024

Total AUM

$180M

Discretionary

$163M

90% of AUM

Avg account

$313K

Accounts

576

Employees

3

Advisory reps

2

Firm details

Headquarters: MOUNT ARLINGTON, New Jersey
CRD number: 330547
Registered since: April 29, 2024
Website: www.roxburyfinancial.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI61.42%
Individuals28.56%
Pension & Profit Sharing Plans9.7%
Corporations / Businesses0.32%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Roxbury Financial is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm serves individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals and small businesses. Its fee model mixes percentage-of-AUM billing with fixed fees. Roxbury Financial reports it does not act as a capital allocator and is not positioned as an ESG-focused or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds52%
Exchange Traded Equities43%
State & Local Bonds2%
Cash & Cash Equivalents2%
Investment Grade Corp Bonds1%

Contacts

2 of 2

Heather LeVar
CCOCRD 4680682
Jonathan LeVar
Managing PartnerCRD 5143977

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 172

Active vs passive

$40.2M in ETFs

Passive

73%

$29.2M

Active

22%

$11M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
FIDELITY BLUE CHIP GROWTH ETF (FBCG)	Fidelity	Active	Large Growth	$4.1M	81,320	10.14%

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Primary office

MOUNT ARLINGTON, NJ

MORRIS

Location

MOUNT ARLINGTON, NJ

Headquartered in MOUNT ARLINGTON, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: MORRIS
Address: 200 Valley Rd
Time zone: ET (UTC-5)
Office locations

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