BOX FINANCIAL ADVISORS, LLC
CRD #155623 SEC #801-127749 GRAPEVINE, TX (817) 865-1811
SEC Registered Private Funds
Total AUM
$95.5M
Discretionary
$92.6M
Employees
3
Clients
101
Accounts
584
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $95.5M | $92.6M | $3M | 3 | 1 |
| Mar 2025 | $95.5M | $92.6M | $3M | 3 | 1 |
| Jul 2024 | $96.5M | $95.3M | $1.2M | 3 | 1 |
| Mar 2024 | $96.5M | $95.3M | $1.2M | 3 | 1 |
| Mar 2023 | $111.4M | $110.1M | $1.3M | 3 | 2 |
DateApr 2025
Total AUM$95.5M
Discretionary$92.6M
Non-Disc.$3M
Employees3
Clients1
DateMar 2025
Total AUM$95.5M
Discretionary$92.6M
Non-Disc.$3M
Employees3
Clients1
DateJul 2024
Total AUM$96.5M
Discretionary$95.3M
Non-Disc.$1.2M
Employees3
Clients1
DateMar 2024
Total AUM$96.5M
Discretionary$95.3M
Non-Disc.$1.2M
Employees3
Clients1
DateMar 2023
Total AUM$111.4M
Discretionary$110.1M
Non-Disc.$1.3M
Employees3
Clients2