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HOXTON WEALTH

ORLANDO, FL · CRD 307387 · IAPD ↗ · 407 248 1211

$803.5MRegulatory AUM
34Advisory reps
74Employees
0Clients
0Planning clients
0Private funds
32States
13Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
August 2026 — HOXTON WEALTH moved its main office from JERSEY CITY, NJ to ORLANDO, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
June 2026 — HOXTON WEALTH notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2026 — HOXTON WEALTH USA LLC is now doing business as HOXTON WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
April 2026 — HOXTON WEALTH crossed $500M in regulatory AUM ($470.0M -> $803.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
July 2025 — HOXTON WEALTH USA LLC added office(s): 6 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
April 2025 — HOXTON WEALTH USA LLC moved its main office from BARSHA HEIGHTS, DUBAI, to JERSEY CITY, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2025 — HOXTON WEALTH USA LLC added office(s): 3 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2025 — HOXTON WEALTH USA LLC notice-filed in AL, DE, KY, NE, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2025 — HOXTON CAPITAL MANAGEMENT is now doing business as HOXTON WEALTH USA LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
66
April 2025 — HOXTON WEALTH USA LLC reported RAUM up 44% ($326.3M -> $470.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
77
April 2025 — HOXTON WEALTH USA LLC grew from 28 to 37 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
78
April 2025 — HOXTON WEALTH USA LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
37
April 2024 — HOXTON CAPITAL MANAGEMENT reported RAUM up 50% ($217.9M -> $326.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
April 2024 — HOXTON CAPITAL MANAGEMENT grew from 17 to 28 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
20
February 2024 — HOXTON CAPITAL MANAGEMENT added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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