HOXTON WEALTH

Legal name: HOXTON WEALTH USA LLC

CRD 307387File 801-123553

APPROVED

Retail clients

Disclosure events

Filing as of Jul 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$803.5M

Above cohort median (national)

Discretionary AUM

Non-discretionary $803.5M

Clients

1,378

1,805 accounts

Employees

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: 737-249-9620
Website: https://www.linkedin.com/company/hoxtonwealth/

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, 5G

Compensation

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
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.