Box Financial Advisors, LLC
● SEC registered since 2023CRD 155623SEC# 801-127749Grapevine, TX
Ranks #5,723 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$96.9M
Fund GAV
$1.4M
Private funds
1
Employees
4
Accounts
932
Location
Grapevine, TX
Box Financial Advisors, LLC assets under management
Box Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in Grapevine, TX. The firm has been registered since 2023. It reports $96.9 million in regulatory assets under management and employs 4 people. Box Financial Advisors, LLC manages 1 private fund with combined gross assets of $1.4 million, including Bfa SPV - Concrete Partners a Series of Aqua Platform Master LLC. By regulatory assets, it ranks 5,723 of 6,004 private fund managers.
Box Financial Advisors, LLC private funds
1 funds · $1.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Bfa SPV - Concrete Partners a Series of Aqua Platform Master LLC | Venture Capital | $1.4M | — |
Box Financial Advisors, LLC owners & executives
4 reported| 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 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Box Financial Advisors, LLC manage?
Box Financial Advisors, LLC reports $96.9 million in regulatory assets under management on its Form ADV.
How many private funds does Box Financial Advisors, LLC manage?
Box Financial Advisors, LLC manages 1 private funds with combined gross assets of $1.4 million.
How many employees does Box Financial Advisors, LLC have?
Box Financial Advisors, LLC reports 4 employees.
Where is Box Financial Advisors, LLC located?
Box Financial Advisors, LLC is based in Grapevine, TX and has been SEC-registered since 2023.
Does Box Financial Advisors, LLC disclose fund performance?
Box Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$96.9M▲ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
AUM vs fund managersTop 95%
Larger than 5% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$96.9Mregulatory AUM
Discretionary $93.4MNon-discretionary $3.5M