# FOX, ROGER BENNETT

FOX, ROGER BENNETT of ENCINO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 129367
- Type: SEC-registered investment adviser
- SEC file number: 801-135603
- Location: 16633 VENTURA BLVD., 540, ENCINO, CA, 91436
- Phone: 310-481-9320
- Latest filing: 2026-05-29
- Regulatory AUM: $106.4M
- Discretionary AUM: $106.4M
- Clients: 2
- Accounts: 263

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: High net worth

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| FOX ANDREW ROGER | SOLE PROPRIETOR; SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER; SOLE PROPRIETOR/COMPLIANCE OFFICER | — |
| FOX MICHAEL B | SOLE PROPRIETOR; SOLE PROPRIETOR/CCO; SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | — |
| MARSHALL AMY | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER/OPERATIONS MANAGER | — |
| Roger B Fox | PRESIDENT/CCO; SOLE PROPRIETOR/CCO | — |
| Amy Marshall | COMPLIANCE OFFICER/OPERATIONS MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129367/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129367/similar
- Related entities: https://search.stillhousedata.com/firm/129367/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129367

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.