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BOX FINANCIAL ADVISORS, LLC
CRD 155623File 801-127749
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$96.9M
Bottom 25% of cohort (national)
Discretionary AUM
$93.4M
Non-discretionary $3.5M
Clients
235
932 accounts
Employees
4
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 26, 2023
- Principal office
- 1600 W NORTHWEST HWY, SUITE 300, GRAPEVINE, TX, 76051
- Phone
- (817) 865-1811
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $96.9M
- Discretionary AUM
- $93.4M
- Non-discretionary AUM
- $3.5M
- Discretionary accounts
- 889
- Non-discretionary accounts
- 43
- Total accounts
- 932
- AUM per client
- $412K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $5.8M |
| High net worth individuals | 108 | $71.0M |
| Individuals (other than high net worth individuals) | 124 | $20.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.