Fox Hill Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Dedham, MA. Its latest Form ADV filing, dated March 30, 2026, reports $290M in regulatory assets under management, 8 employees, 1 office, and 1,244 accounts.
Top client segmentIndividuals represent 79.5% of total clients.
Top client categories% of clientsClients
1
Individuals
79.5%
326
2
HNWI
19.3%
79
3
Corporations
1.2%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$290Mas of March 30, 2026
Discretionary100.0%
$290M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$290M
Total Accounts1,244
10Y AUM Change+$136M (+87.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee51:1
10Y Employee Change+2 (+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.