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HOXTON WEALTH
Legal name: HOXTON WEALTH USA LLC
CRD 307387File 801-123553
APPROVED
Retail clients
Disclosure events
Filing as of Aug 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$803.5M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $803.5M
Clients
1,378
1,805 accounts
Employees
74
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 29, 2022
- Principal office
- 100 EAST PINE STREET, SUITE 110, ORLANDO, FL, 32801
- Phone
- 407 248 1211
- Website
- https://hoxtonwealth.com/us
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $803.5M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $803.5M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1,805
- Total accounts
- 1,805
- AUM per client
- $583K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 429 | $460.6M |
| Individuals (other than high net worth individuals) | 949 | $342.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — PENSION ADVISORY SERVICES (SERVICE LEVELS)
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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 11- Q11
- Q11F
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11E1
- Q11E2
- Q11E4
- Q11H1A
- Q11H1B
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 920 | 1,378 | increased by458 |
| Apr 1, 2026 | AUM | $469,959,308 | $803,519,693 | increased by$333,560,385 |
| Apr 1, 2026 | Accounts | 1,150 | 1,805 | increased by655 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 74 | increased by58 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 152 | 920 | increased by768 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $101,749,098 | $469,959,308 | increased by$368,210,210 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 152 | 1,150 | increased by998 |
| Apr 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HOXTON WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HOXTON WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.