# Box Financial Advisors

Box Financial Advisors is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/box-financial-advisors

## Regulatory record

- **CRD number:** 155623
- **SEC file number:** 801-127749
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155623

## About

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.

## 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.

### 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.

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Last updated: 2026-07-06T01:24:12.928Z

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