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RIA · CRD 321881SEC-Registered

Updated:

FOX HILL WEALTH MANAGEMENT

FOX HILL WEALTH MANAGEMENT is an SEC-registered investment adviser in DEDHAM, MA, registered since 2023. The firm manages approximately $290 million in assets.

Overview

FOX HILL WEALTH MANAGEMENT is an SEC-registered investment adviser in DEDHAM, MA, registered since 2023. The firm manages approximately $290 million in assets. It has 8 employees and 7 investment advisers. Historical Form 13F reports for Fox Hill Wealth Management (CIK 0002016110, CRD 321881). The retained SEC submissions snapshot dated 2026-10-14 identifies the reporting manager by CIK 0002016110. The following figures describe historical Form 13F reports, not current financial figures. For the quarter ended 2026-06-30, the report chain filed through 2026-08-19 reports $249,403,247 in Section 13(f) long-position table value across 120 information-table rows and 120 distinct security, option and amount-type positions. Filing accessions: 0001754960-26-000775. For the quarter ended 2026-03-31, the report chain filed through 2026-05-13 reports $207,903,769 in Section 13(f) long-position table value across 117 information-table rows and 117 distinct security, option and amount-type positions. Filing accessions: 0001754960-26-000377. The five largest reported positions by table value for 2026-06-30 are: MICROSOFT CORP, $16,440,373 reported table value; NVIDIA CORPORATION, $14,490,026 reported table value; APPLE INC, $12,827,811 reported table value; ELI LILLY & CO, $11,525,023 reported table value; CATERPILLAR INC, $10,469,660 reported table value. Form 13F covers specified long positions, not the full portfolio or total assets under management. It excludes short positions, cash and non-Section 13(f) securities; confidential treatment can omit holdings. Values are historical amounts as filed by the reporting manager, not independently verified market valuations. Put and call positions remain separate from ordinary shares; principal amounts remain separate from share counts. The SEC does not approve these investment holdings.

General information

Firm type

RIA

Frequently asked questions

Who runs FOX HILL WEALTH MANAGEMENT?

No named principals are publicly associated with FOX HILL WEALTH MANAGEMENT in accessible records. The firm's registration as an RIA does not require public disclosure of individual operators at the entity level in some jurisdictions.

What is FOX HILL's investment strategy?

FOX HILL's investment strategy is not publicly disclosed. No asset classes, sectors, or stage preferences can be verified from available sources.

Where is FOX HILL headquartered?

FOX HILL's headquarters location is not publicly listed. No office addresses appear in accessible business registries or firm listings.

What public records exist for FOX HILL?

FOX HILL is registered as an RIA with regulatory bodies, but no detailed firm filings, ADV forms, or disclosures are available in the public domain for verification.

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