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THE ROXBOROUGH GROUP

SAN FRANCISCO, CA · CRD 310949 · IAPD ↗ · 415-728-0792

$636.0MRegulatory AUM
12Advisory reps
15Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — THE ROXBOROUGH GROUP grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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