R
$180.5M Total AUM
$163.0M Disc. AUM
-- 3Y CAGR
3 Employees
245 ADV. Clients
2 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-29-2024
- Office Locations
- 1
Office Locations
200 Valley Road Suite 205 Mount Arlington NJ
About Roxbury Financial
Roxbury Financial is a Mount Arlington-based RIA. The firm has been operating for 2 years. Managing $180.5M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
47 AVG AGE
$90.2M AVG AUM / ADVISOR
$736.6K AVG AUM / CLIENT
2.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Jonathan Michael LeVar
Managing Partner
- CRD
- #5143977
- Ownership
- 75% or more
Available
Available
Available
Heather LeVar
Chief Compliance Officer
- CRD
- #4680682
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $162,967,000 | $285,907 |
| Non-Discretionary | $17,500,000 | $2,916,667 |
| Total | $180,467,000 | $313,311 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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