BOX FINANCIAL ADVISORS, LLC

BOX FINANCIAL ADVISORS, LLC of GRAPEVINE, TX is an SEC-registered investment adviser (CRD 155623). Regulatory assets under management: $96.9M.

Registration

• CRD: 155623
• SEC file number: 801-127749
• Type: Registered investment adviser
• Location: 1600 W NORTHWEST HWY, SUITE 300, GRAPEVINE, TX, 76051
• Phone: (817) 865-1811
• Latest filing: 2026-03-27
• Regulatory AUM: $96.9M
• Discretionary AUM: $93.4M
• Non-discretionary AUM: $3.5M
• Clients: 4
• Accounts: 932

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Investment cos.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155623 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search