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Hoxton Wealth USA LLC

● SEC registered since 2022CRD 307387SEC# 801-123553Orlando, FL
Export (members)
Reg. AUM
$803.5M
Employees
74
Accounts
1,805
Location
Orlando, FL

Hoxton Wealth USA LLC assets under management

Hoxton Wealth USA LLC is a registered investment adviser overseen by the SEC based in Orlando, FL. The firm has been registered since 2022. It reports $803.5 million in regulatory assets under management and employs 74 people.

Hoxton Wealth USA LLC owners & executives

5 reported
NameTitleOwnershipSince
Bradley Philip Spencer Hamilton ControlManager5-10%2023
Hcm Trading Holdings Limited ControlOwner/Holding CompanyOver 75%2022
Jessica Michele Kushner ControlChief Compliance OfficerUnder 5%2026
Christopher Anthony Ball ControlChief Executive Officer/OwnerOver 75%2019
Scb Iom Holdings Limited ControlShareholder50-75%2020

Frequently asked questions

How much does Hoxton Wealth USA LLC manage?

Hoxton Wealth USA LLC reports $803.5 million in regulatory assets under management on its Form ADV.

How many employees does Hoxton Wealth USA LLC have?

Hoxton Wealth USA LLC reports 74 employees.

Where is Hoxton Wealth USA LLC located?

Hoxton Wealth USA LLC is based in Orlando, FL and has been SEC-registered since 2022.

Does Hoxton Wealth USA LLC disclose fund performance?

Hoxton Wealth USA LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 East Pine Street, Suite 110, Orlando, FL 32801
Phone737-249-9620
Office hoursBy Appt.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Regulatory AUM

$803.5M▲ 71%
Mar '25 — $470MApr '25 — $470MMay '25 — $470MJun '25 — $470MJul '25 — $470MAug '25 — $470MSep '25 — $470MOct '25 — $470MNov '25 — $470MDec '25 — $470MJan '26 — $470MFeb '26 — $470MMar '26 — $803.5MApr '26 — $803.5MMay '26 — $803.5MJun '26 — $803.5MJul '26 — $803.5M
Mar '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 37%
Larger than 63% of 16,306 advisers
EmployeesTop 9%
More than 91% of 16,824 advisers

Assets under management

$803.5Mregulatory AUM
Discretionary $0Non-discretionary $803.5M