| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Bfa SPV - Concrete Partners a Series of Aqua Platform Master LLC | Venture Capital | $1.4M | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Box Insurance Agency, Inc. Control | Silent Owner | Over 75% | 2010 |
| Clinton Chad Snead Control | President & Chief Compliance Officer | 10-25% | 2014 |
| Alicia Parker Control | Owner | 50-75% | 2007 |
Box Financial Advisors, LLC reports $95.5 million in regulatory assets under management on its Form ADV.
Box Financial Advisors, LLC manages 1 private funds with combined gross assets of $1.4 million.
Box Financial Advisors, LLC reports 3 employees.
Box Financial Advisors, LLC is based in Grapevine, TX and has been SEC-registered since 2023.
Box Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1600 W Northwest Hwy, Suite 300, Grapevine, TX 76051 |
| Phone | (817) 865-1811 |
| Fax | (817) 424-1404 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $92.6M |
| Non-discretionary | $3M |
| Total (RAUM) | $95.5M |