Fox Financial, Inc.
● SEC registered since 2022CRD 319679SEC# 801-125698Wyomissing, PA
Reg. AUM
$271.8M
Employees
6
Accounts
1,006
Location
Wyomissing, PA
Fox Financial, Inc. assets under management
Fox Financial, Inc. is a registered investment adviser overseen by the SEC based in Wyomissing, PA. The firm has been registered since 2022. It reports $271.8 million in regulatory assets under management and employs 6 people.
Fox Financial, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric McFadden Mischler Control | Managing Partner | 10-25% | 2020 |
| Kevin Michael Fox Control | Managing Partner, Chief Compliance Officer, & President | 50-75% | 2020 |
| Thomas Alan Drexler Control | Managing Partner | 10-25% | 2020 |
Frequently asked questions
How much does Fox Financial, Inc. manage?
Fox Financial, Inc. reports $271.8 million in regulatory assets under management on its Form ADV.
How many employees does Fox Financial, Inc. have?
Fox Financial, Inc. reports 6 employees.
Where is Fox Financial, Inc. located?
Fox Financial, Inc. is based in Wyomissing, PA and has been SEC-registered since 2022.
Does Fox Financial, Inc. disclose fund performance?
Fox Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1105 Berkshire Blvd. Ste 120, Wyomissing, PA 19610 |
| Phone | 610-376-5981 |
| Fax | 610-378-5398 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$271.8M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$271.8Mregulatory AUM
Discretionary $271.8M