$137.5M Total AUM
$137.5M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Catalyst vectorTimber ridge +more
- Established Date
- 09-15-2022
- Office Locations
- 1
Office Locations
-- Scottsdale AZ
About BOX Hill Private Wealth
Box Hill Private Wealth is an independent Scottsdale, AZ RIA providing tax-efficient wealth management and financial planning centered on client goals. Portfolios are ETF-led with a meaningful allocation to investment-grade corporate bonds, supported by ongoing financial analysis and planning technology. Custody is available through major platforms such as Schwab and Fidelity, with advice aligned solely to the client.
Team overview
-- AVG AGE
$137.5M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
3.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Matrix Matrix vertex Pioneer Capital Glacier Atlas ridge
Client Personas
Summit delta
CRM
Zenith frontier
Custodian
Optima Momentum crest Glacier momentum Eagle harbor Capital horizon
Fund Managers
Ridge
Investment Themes
North Focus Insight zenith Insight Element summit
Investment Vehicles
Ember Ember
Platform
Capital
Services
Legacy Momentum Unison Focus meridian Bridge Optima north Optima Pioneer signal North
Technology
Catalyst Harbor ember Vertex unison
Owner & Executives
S
SHANE RICHARD FARINA
Chief Compliance Officer, Chief Executive Officer, Private Wealth Advisor
- CRD
- #5443573
- Ownership
- 75% or more
(895) 334-5769
quantum.quantum@horizoncapital.com
in linkedin.com/in/eagle-harbor
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $137,466,560 | $712,262 |
| Non-Discretionary | $0 | -- |
| Total | $137,466,560 | $712,262 |
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Separately Managed Accounts
Total SMA Asset: $137,466,560
Equity - Exchange:
6.4% Corporate - Investment Grade:
31.0% Cash:
13.8% Public Funds:
31.3% Municipal Bonds:
17.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $518,224,734 | 6.4% |
| Corporate - Investment Grade | $2,510,151,054 | 31.0% |
| Cash | $1,117,422,082 | 13.8% |
| Public Funds | $2,534,442,838 | 31.3% |
| Municipal Bonds | $1,417,020,756 | 17.5% |
| Total | $8,097,261,464 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH VERTEX BRIDGE | OPTIMA PATHWAY | C2XN4XT4J | DUODI | 11.95% | $49,476,783 |
| FOUNDATION GLACIER | OAK TIMBER | RWIJ6FSLK | SKZQ | 4.14% | $3,303,155 |
| CREST HORIZON CAPITAL | CATALYST EAGLE | L3C0HBVRY | NBDE | 6.81% | $78,884,454 |
| CAPITAL PIONEER FUSION | VERTEX OPTIMA | BYFS5EPTV | VNAQ | 2.83% | $68,429,114 |
| VALUE PATHWAY HORIZON | FOUNDATION HORIZON | 8F5O431OT | UVGZ | 12.12% | $29,309,711 |
| ALPHA VITAL RADIAL | ALPHA TIMBER | 4NU5FL99M | GGJSB | 4.38% | $76,642,600 |
| SIGNAL BRIDGE ELEMENT | CAPITAL TIMBER | 0WIX7AKDA | NFSW | 8.19% | $9,326,665 |
| PIONEER FOCUS TIMBER | VITAL VALUE | OZC6XQD1L | FADX | 7.85% | $98,858,203 |