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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SNEAD, CLINTON, CHAD | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BOX INSURANCE AGENCY, INC. | DE | SILENT OWNER | E | Control |
| BOX INSURANCE AGENCY, INC. | DE | SILENT OWNER | E | Control |
| BOX INSURANCE AGENCY, INC. | DE | SILENT OWNER | E | Control |
| BOX INSURANCE AGENCY, INC. | DE | SILENT OWNER | E | Control |
| BOX INSURANCE AGENCY, INC. | DE | SILENT OWNER | E | Control |
| SNEAD, CLINTON, CHAD | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| SNEAD, CLINTON, CHAD | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| SNEAD, CLINTON, CHAD | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| SNEAD, CLINTON, CHAD | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DUSTIN, PARKER, POWERS | I | BOX INSURANCE AGENCY, INC. | E | Control |
| DUSTIN, PARKER, POWERS | I | BOX INSURANCE AGENCY, INC. | E | Control |
| DUSTIN, PARKER, POWERS | I | BOX INSURANCE AGENCY, INC. | E | Control |
Registrations
Federal
IA
Apr 7, 2025 REGISTERED
Notice Filings (3)
LA NE TX
Address
1600 W NORTHWEST HWYSUITE 300
GRAPEVINE, TX 76051
United States
Phone: (817) 865-1811