Hoxton Wealth USA LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jersey City, NJ. Its latest Form ADV filing, dated March 30, 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
JERSEY CITY, NJ
101 HUDSON STREET, 21ST FLOOR, JERSEY CITY, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 17, 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 May 18, 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%)
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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%)
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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.