MOUNT ARLINGTON, NJCRD 330547Latest ADV February 4, 2026
Roxbury Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mount Arlington, NJ. Its latest Form ADV filing, dated February 4, 2026, reports $180M in regulatory assets under management, 3 employees, and 576 accounts.
Assets Under Management
$180M
Employees
3
Offices
--
Total Clients
245
Primary office
MOUNT ARLINGTON, NJ
200 VALLEY ROAD, SUITE 205, MOUNT ARLINGTON, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.3% of total clients.
Top client categories% of clientsClients
1
Individuals
76.3%
187
2
HNWI
21.2%
52
3
Pension Plans
2.4%
6
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$180Mas of February 4, 2026
Discretionary90.3%
$163M
90% of total RAUM90.3%
Non-discretionary9.7%
$18M
10% of total RAUM9.7%
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$180M
Total Accounts576
10Y AUM Change+$180M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee82:1
10Y Employee Change+1 (+50.0%)
* 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.