$803.5M Total AUM
$0 Disc. AUM
80.5% 3Y CAGR
74 Employees
1,378 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-16-2020
- Office Locations
- 15
Office Locations
100 East Pine Street Suite 110 Orlando FL
10th Floor, 1 Blossom Yard London --
11 & 30th Floor, THE ONE Tower Sheikh Zayed Road Dubai --
About Hoxton Wealth
Hoxton Wealth is a Orlando-based RIA with 15 offices. The firm has been operating for 6 years. Managing $803.5M in total assets under management, with 34 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$23.6M AVG AUM / ADVISOR
$583.1K AVG AUM / CLIENT
2.3 yrs AVG TENURE
74 Employees
34 Advisory Reps
34 RIA Reps
6yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BRADLEY PHILIP SPENCER HAMILTON
Investment Advisor, Manager
- CRD
- #6166469
- Ownership
- 5% but less than 10%
Available
Available
Available
J
JESSICA MICHELE KUSHNER
Chief Compliance Officer
- CRD
- #5503211
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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D
Daniel Abbott
--
- CRD
- #7746132
Available
Available
Available
W
Wadea Faisal Alabdi
--
- CRD
- #8030871
Available
Available
Available
Showing 2 of 39 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $803,519,693 | $445,163 |
| Total | $803,519,693 | $445,163 |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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