Box Financial Advisors, LLC
Box Financial Advisors, LLC is an SEC-registered mass-market adviser in Grapevine, TX with $96.9M assets under management (AUM, regulatory AUM), +1% over one year. See who owns Box Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155623, SEC 801-127749, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $96.9M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Grapevine, TX
- Employees
- 4
- Clients
- 235
- CRD
- 155623
- Ownership
- SNEAD, CLINTON, CHAD; Parker, Alicia; BOX INSURANCE AGENCY, INC.; DUSTIN, PARKER, POWERS
How much AUM does Box Financial Advisors, LLC have?
Box Financial Advisors, LLC reported $96.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Box Financial Advisors, LLC?
Disclosed owners and executives of Box Financial Advisors, LLC include SNEAD, CLINTON, CHAD, Parker, Alicia, BOX INSURANCE AGENCY, INC., DUSTIN, PARKER, POWERS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.