BOX HILL PRIVATE WEALTH
SEC RegisteredFocus on Life's Pursuits
About the firm
Box Hill Private Wealth is a full-service, independent wealth management practice focused on helping clients live their lifestyle dreams. The firm integrates client aspirations, goals, and objectives into sound, tax-efficient financial strategies. Its founding principle is to construct effective advice through an independent lens, with total allegiance to the client.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Full-service wealth management including financial planning, tax-efficient financial strategies, and day-to-day financial management
Who they serve
Individuals and families seeking financial stability and wealth management across generations
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 8 | $4.2M |
| High Net Worth Individuals | 37 | $133M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $5M | 1.00% |
| $5M - $10M | 0.75% |
| $10M+ | 0.50% |
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BOX HILL PRIVATE WEALTH has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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