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- Custodian
- Equity Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-18-2011
- Office Locations
- 1
Office Locations
About BOX Financial Advisors, LLC
Box Financial Advisors, LLC is a Texas-based advisory firm rooted in Grapevine with a heritage dating to 1920. The team provides investment counsel and discretionary portfolio management, building diversified portfolios for varied market environments, alongside retirement-focused planning for retirees and business owners (cash flow/debt, education, estate and legacy planning). Led by President Clint Snead, CFA, the broader Box organization also operates in insurance and insurance software.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CLINTON CHAD SNEAD
Chief Compliance Officer, President
- CRD
- #4234043
- Ownership
- 10% but less than 25%
Showing 1 of 1 owners & executives
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QUANTREL WES HEDRICK
--
- CRD
- #6568962
Dustin POWERS Parker
CEO
- CRD
- #5861540
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,363,732 | $105,021 |
| Non-Discretionary | $3,548,525 | $82,524 |
| Total | $96,912,257 | $103,983 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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