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Box Financial Advisors
BOX FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser in Grapevine, TX, registered since 2023. The firm manages $97 million in assets, $93...
Box Financial Advisors
BOX FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser in Grapevine, TX, registered since 2023. The firm manages $97 million in assets, $93 million on a discretionary basis. It employs 4 staff and 3 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Frequently asked questions
Who runs investment decisions at Box Financial Advisors?
No named investment principals for Box Financial Advisors have been found in public records, corporate filings, or industry publications. The firm does not list its officers or advisors on a public website or LinkedIn. Consequently, the decision-making structure for its RIA operations remains unknown.
Is Box Financial Advisors structured as a single family office or a multi-family office?
Box Financial Advisors is categorized as a multi-family office based on its operating model as an RIA, though the firm does not explicitly disclose its client base or whether it serves a single family or multiple unrelated clients. No public source confirms a specific family affiliation.
Does Box Financial Advisors participate in fund commitments or only direct deals?
Nothing in the public record indicates Box Financial Advisors' investment approach—whether the firm commits to external funds, conducts direct deals, co-invests, or any other deployment structure. No prior transactions or deals have been reported.
What investment stages does Box Financial Advisors typically target?
Box Financial Advisors has not disclosed any stage bias for investments. Without public disclosure of individual holdings or fund commitments, stage targeting—whether growth equity, venture capital, real estate, or fixed income—is unknown.
Which sectors does Box Financial Advisors explicitly avoid?
No sector exclusions have been publicly stated by Box Financial Advisors. The firm does not publish an investment policy statement, sector guidelines, or any other document clarifying what types of investments it avoids.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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