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Firm profile

Hoxton Wealth

ORLANDO, FLCRD 307387Registration Status: ApprovedEffective since March 29, 2022Latest ADV July 10, 2026

Hoxton Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Orlando, FL. Its latest Form ADV filing, dated July 10, 2026, reports $804M in regulatory assets under management, 74 employees, 12 offices, and 1,805 accounts.

Assets Under Management
$804M
Employees
74
Offices
12 offices
Total Clients
1,378
Primary office
ORLANDO, FL
100 EAST PINE STREET, SUITE 110, ORLANDO, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOChristopher A. Ball
CCOJessica M. Kushner

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 68.9% of total clients.
Top client categories% of clientsClients
1
Individuals
68.9%
949
2
HNWI
31.1%
429

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$804Mas of July 10, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$804M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$804M
Total Accounts1,805
10Y AUM Change+$702M (+689.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees74
Clients per Employee19:1
10Y Employee Change+58 (+362.5%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.