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BOX FINANCIAL ADVISORS, LLC
CRD 155623 · SEC 801-127749
1600 W NORTHWEST HWY, SUITE 300, GRAPEVINE, TX, 76051, United States
Phone
(817) 865-1811
Fax
(817) 424-1404
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$96.9M
Discretionary AUM
$93.4M
Team
4 total employees; 3 advisory reps; 96 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 124 | $20.2M |
| High net worth individuals | 108 | $71.0M |
| Corporations/business entities | 3 | $5.8M |
States served
LA, NE, TX
All web addresses on file
Official SEC filing: View on IAPD