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FOX Hill Wealth Management

FOX Hill Wealth Management. CRD 321881

F

CRD: 321881

FOX Hill Wealth Management

Dedham, MA, 02026
7816132600
www.foxhillwealth.com
$290.2M Total AUM
$290.2M Disc. AUM
24.1% 3Y CAGR
8 Employees
410 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Truist Bank
Clients
Retail and Institutional
Platforms
PrimeHarbor frontier +more
Established Date
05-01-2022
Office Locations
2

Office Locations

38 Bellevue AVE Newport RI
84 Bridge Street Dedham MA

About FOX Hill Wealth Management

Fox Hill Wealth Management is a Dedham, MA-based wealth management firm providing holistic, tax-efficient financial planning and tailored, data-driven investment management. The team builds personalized portfolios informed by institutional research and supports business owners with retirement plan design and management. It also offers advisor support, including training, marketing, and operational services.

Team overview

41 AVG AGE
$41.5M AVG AUM / ADVISOR
$707.7K AVG AUM / CLIENT
3.2 yrs AVG TENURE
8 Employees
7 Advisory Reps
7 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Zenith Legacy vital

Client Personas

Pathway value

Custodian

Signal delta Signal horizon Insight crest Unison radial Pathway legacy

Investment Themes

Crest Crest Fusion zenith

Investment Vehicles

Value delta

Services

Meridian Harbor signal Fusion Summit Eagle ridge Momentum peak Peak quantum Optima quantum

Technology

Delta atlas Vector Vital

Owner & Executives

E

Eric Christopher Benz

Chief Compliance Officer, Owner, Principal

CRD
#7292959
Ownership
25% but less than 50%
(652) 376-5549
horizon.vital@bridgecapital.com
in linkedin.com/in/north-harbor
Adam McDonald

Adam McDonald

Owner, Principal

CRD
--
Ownership
25% but less than 50%
(611) 241-1372
insight.pioneer@meridiancapital.com
in linkedin.com/in/focus-fusion
E

Element peak

Ridge capital meridian

CRD
#29655
Ownership
47.8%
(599) 615-7101
focus.foundation@foundationcapital.com
in linkedin.com/in/summit-vertex

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Contacts

C

CAROLANN Doherty BROWN

CFP, Senior Vice President

CRD
#1042653
(918) 501-4242
ember.alpha@vertexcapital.com
in linkedin.com/in/vertex-oak
M

MICHAEL DOHERTY BROWN

Financial Advisor

CRD
#3033928
(454) 907-6706
atlas.beacon@capitalcapital.com
in linkedin.com/in/glacier-quantum
G

Glacier crest

Ridge crest peak

CRD
#23842
(876) 307-4883
peak.timber@pioneercapital.com
in linkedin.com/in/prime-value

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-03-2023
07-22-2024
03-31-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $290,160,485 $233,248
Non-Discretionary $0 --
Total $290,160,485 $233,248

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Separately Managed Accounts

Total SMA Asset: $290,160,485

$290.2M Total SMA
Equity - Exchange:
28.8%
Public Funds:
10.8%
U.S. Government/Agency:
10.3%
Cash:
20.8%
Corporate - Investment Grade:
19.2%
Municipal Bonds:
10.1%
Asset class Assets Assets %
Equity - Exchange $728,102,772 28.8%
Public Funds $273,038,539 10.8%
U.S. Government/Agency $260,397,866 10.3%
Cash $525,852,002 20.8%
Corporate - Investment Grade $485,401,848 19.2%
Municipal Bonds $255,341,597 10.1%
Total $2,528,134,624 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
HORIZON VITAL ZENITH VECTOR Y7ETABRKB SPL 11.75% $110,596,735
ATLAS TIMBER VALUE BEACON 7940JQJNH DKQ 11.90% $26,350,912
PEAK PIONEER QUANTUM ZENITH Q2UK0M9X7 VQYF 2.79% $50,925,140
BRIDGE RIDGE DELTA QUANTUM QUANTUM 5ZIWS3RGS ICI 5.52% $79,953,050
CAPITAL VITAL WAVE MERIDIAN INSIGHT KMSKJNQEV OWXZ 8.62% $85,758,840
VECTOR FUSION OAK BEACON ATLAS ARA43UF01 BYHHC 4.82% $28,654,123
PEAK VECTOR ELEMENT OAK EPELKL99K CTIO 8.15% $73,028,234
BRIDGE ZENITH VERTEX RADIAL CX0LYDG5D EGSE 11.37% $106,299,981

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