# Fox Financial Services

Fox Financial Services is a Bank / Wealth / Trust based in White Plains, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** White Plains, United States
- **Region:** North America
- **Address:** White Plains, NY, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** foxfinancialservices.com
- **LinkedIn:** https://www.linkedin.com/company/fox-financial-services

## Regulatory record

- **CRD number:** 112506
- **SEC file number:** 801-60571
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/112506

## About

Fox Financial Services is an SEC-registered investment adviser in White Plains, NY, registered since 2001. The firm manages approximately $111 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Does the firm manage institutional capital or only private wealth?

Fox Financial Services' registration and public footprint point exclusively to private wealth management for individuals and families. There are no disclosed institutional separate accounts, pension fund relationships, or endowment mandates.

## Related profiles

- [FourThought Financial](https://altss.com/profile/fourthought-financial)
- [Fox River Partners](https://altss.com/profile/fox-river-partners-frp)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/fox-financial-services

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