← Tributary

BOX FINANCIAL ADVISORS, LLC

GRAPEVINE, TX · CRD 155623 · IAPD ↗ · (817) 865-1811

$96.9MRegulatory AUM
3Advisory reps
4Employees
96Clients
101-250Planning clients
1Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — BOX FINANCIAL ADVISORS, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — BOX FINANCIAL ADVISORS, LLC now reports 1 private fund(s) ($1.4M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.