Data / Investment advisers / Florida / Hoxton Wealth
Hoxton Wealth, Orlando, FL: $804 million AUM, SEC registered investment adviser
Hoxton Wealth is an SEC registered investment adviser with its main office in Orlando, Florida and reports $804 million in regulatory assets under management in its Form ADV filed August 17, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, fixed fees and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 307387
- SEC file number
- 801-123553
- SEC status
- Approved, effective March 29, 2022
- Legal name
- Hoxton Wealth USA LLC
- Main office
- 100 East Pine Street Suite 110, Orlando, FL 32801
- Phone
- (407) 248-1211
- Regulatory AUM
- $803,519,693 in the Form ADV filed August 17, 2026
- Non discretionary AUM
- $803,519,693
- Accounts
- 1,805
- Employees
- 74, of which 34 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Other offices
- 12
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions, self-regulatory organization actions, other Item 11 matters, civil court actions
- Latest Form ADV filing
- August 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 429 | $460.6 million |
| Individuals (other than high net worth individuals) | 949 | $342.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $803.5 million | March 30, 2026 |
| December 1, 2025 | $470 million | June 24, 2025 |
Other advisers in Orlando
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Assuredpartners Investment Advisors | Orlando | $3.88 billion | Not listed | adviserinfo.sec.gov |
| International Assets Investment Management, LLC | Orlando | $2.57 billion | Not listed | adviserinfo.sec.gov |
| CNL Strategic Capital Management, LLC | Orlando | $1.54 billion | Not listed | adviserinfo.sec.gov |
| Moisand Fitzgerald Tamayo, LLC | Orlando | $1.35 billion | Not listed | adviserinfo.sec.gov |
| Integrity Fixed Income Management | Orlando | $921.5 million | Not listed | adviserinfo.sec.gov |
| Summit Wealth Partners, LLC | Orlando | $675.7 million | Not listed | adviserinfo.sec.gov |
| Abacus FCF Advisors LLC | Orlando | $641.4 million | Not listed | adviserinfo.sec.gov |
| Global Assets Advisory, LLC | Orlando | $551.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Orlando, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Hoxton Wealth on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.