# ROXBURY FINANCIAL LLC

ROXBURY FINANCIAL LLC of MOUNT ARLINGTON, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 330547
- Type: SEC-registered investment adviser
- SEC file number: 801-130093
- Location: 200 VALLEY ROAD, SUITE 205, MOUNT ARLINGTON, NJ, 07856
- Phone: 973-928-7181
- Latest filing: 2026-02-04
- Regulatory AUM: $180.5M
- Discretionary AUM: $163.0M
- Non-discretionary AUM: $17.5M
- Clients: 3
- Accounts: 576

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Jonathan Michael Levar | MANAGING PARTNER | — |
| Heather Levar | CHIEF COMPLIANCE OFFICER | Mount Arlington, NJ |
| LEVAR JONATHAN MICHAEL | MANAGING PARTNER | — |
| LEVAR HEATHER | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330547/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330547/similar
- Related entities: https://search.stillhousedata.com/firm/330547/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330547

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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.