Fox, Roger Bennett
● SEC registered since 2026CRD 129367SEC# 801-135603Encino, CA
Reg. AUM
$106.4M
Employees
2
Accounts
263
Location
Encino, CA
Fox, Roger Bennett assets under management
Fox, Roger Bennett is a registered investment adviser overseen by the SEC based in Encino, CA. The firm has been registered since 2026. It reports $106.4 million in regulatory assets under management and employs 2 people.
Fox, Roger Bennett owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Marshall Control | Compliance Officer/Operations Manager | Under 5% | 2013 |
| Roger B Fox Control | President/Cco | Over 75% | 1984 |
Frequently asked questions
How much does Fox, Roger Bennett manage?
Fox, Roger Bennett reports $106.4 million in regulatory assets under management on its Form ADV.
How many employees does Fox, Roger Bennett have?
Fox, Roger Bennett reports 2 employees.
Where is Fox, Roger Bennett located?
Fox, Roger Bennett is based in Encino, CA and has been SEC-registered since 2026.
Does Fox, Roger Bennett disclose fund performance?
Fox, Roger Bennett is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16633 Ventura Blvd., 540, Encino, CA 91436 |
| Phone | 310-481-9320 |
| Fax | 310-481-9321 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$106.4MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$106.4Mregulatory AUM
Discretionary $106.4M