Box Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grapevine, TX. Its latest Form ADV filing, dated March 27, 2026, reports $97M in regulatory assets under management, 4 employees, and 932 accounts.
Assets Under Management
$97M
Employees
4
Offices
--
Total Clients
235
Primary office
GRAPEVINE, TX
1600 W NORTHWEST HWY, SUITE 300, GRAPEVINE, TX, United States
Top client segmentIndividuals represent 52.8% of total clients.
Top client categories% of clientsClients
1
Individuals
52.8%
124
2
HNWI
46.0%
108
3
Corporations
1.3%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$97Mas of March 27, 2026
Discretionary96.3%
$93M
96% of total RAUM96.3%
Non-discretionary3.7%
$4M
4% of total RAUM3.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$97M
Total Accounts932
10Y AUM Change$-15M (-13.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee59:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.