Hoxton Wealth USA provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Hoxton Wealth USA reports 1,378 clients. They include 949 individual clients and 429 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $804M across 1,805 accounts are not. Of its clients, 45% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 43% |
| High-net-worth individuals | 31% | 57% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 949 | $343M | 42.7% | $361K |
| High-net-worth individuals | 429 | $461M | 57.3% | $1.07M |
| Total | 1,378 | $804M | 100% | $583K |
- Clients
- 949
- Regulatory AUM
- $343M
- AUM share
- 42.7%
- Avg. per client
- $361K
- Clients
- 429
- Regulatory AUM
- $461M
- AUM share
- 57.3%
- Avg. per client
- $1.07M
Total
- Clients
- 1,378
- Regulatory AUM
- $804M
- AUM share
- 100%
- Avg. per client
- $583K
- Clients outside the U.S.
- 45%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Hoxton Wealth USA charges up to 1.75% for its Asset Management Services. The brochure does not state whether the rate is annual. The fee is billed in arrears, is negotiable and requires an account of at least $25,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Pension Transfer and SIPP Advice
- Pension transfer planning carries a one-time initial fee of 0% to 5% of pension assets. The ongoing SIPP investment advice fee is up to 1.50% of pension assets a year.
HCM Trading Holdings Limited owns 75% or more of Hoxton Wealth USA and is in turn owned by SCB Iom Holdings Limited (50–75%). The leadership team of Hoxton Wealth USA includes Chief Compliance Officer Jessica Kushner. It has 74 employees, 34 of them in advisory roles.
Leadership
- Jessica KushnerChief Compliance Officer
- Bradley HamiltonManager
Investment adviser representatives
40 representatives listed in the SEC register as of 9 October 2026.
- Joshua Robert Madden
Staff
- 74 employees
- 34 in advisory functions
- 34 state-registered reps
- 1 insurance agent
- 1 soliciting firm
- Owns 75% or more of Hoxton Wealth USA LLC
HCM Trading Holdings Limited
Control person · since February 2022
- Owns 50% to 75% of HCM Trading Holdings Limited
SCB Iom Holdings Limited
Control person · since April 2020
- Owns 75% or more of SCB Iom Holdings Limited
Christopher Ball
Control person · since December 2019
- Owns 5% to 10% of Hoxton Wealth USA LLC
Bradley Hamilton
Control person · since February 2023
Hoxton Wealth USA’s regulatory assets grew 7.9× from $102M (April 2022) to $804M (August 2026); clients rose from 152 to 1,378 and employees from 16 to 74.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $804M | 1,378 | 74 | 13 |
| June 2025 | $470M | 920 | 74 | 13 |
| March 2024 | $326M | 748 | 56 | 4 |
| June 2023 | $218M | 540 | 17 | 2 |
| April 2022 | $102M | 152 | 16 | 2 |
Besides its headquarters, Hoxton Wealth USA has 12 offices (8 private residences, listed without an address), with 5 listed addresses in the U.S. and abroad.
Florida · 2 listed addresses
- 100 East Pine Street, Suite 110, OrlandoHQ
- 100 East Pine Street, Orlando
Texas · 1 listed address
- 111 Congress Ave, Austin
International offices
- 11TH & 30TH FLOOR, DUBAI, United Arab Emirates
- 55 COLMORE ROW, BIRMINGHAM, B3 2AA, United Kingdom
Contact and registration details
- Legal name
- Hoxton Wealth USA LLC
- Headquarters
- 100 East Pine Street, Suite 110, Orlando, FL 32801
- Website
- hoxtonwealth.com
- Phone
- 407-248-1211
- @hoxtonwealth
- SEC file
- 801-123553
- Structure
- Texas LLC
- Fiscal year end
- December
Hoxton Wealth USA uses Interactive Brokers ($311M, 45%), RL360 Insurance Company Limited ($268M, 39%) and Novia Global Limited ($110M, 16%) as custodians for its separately managed accounts. Hoxton Wealth USA does not have custody of client assets.
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $311M45%
- Novia Global LimitedNovia Global Limited · Bath, Avon · $110M16%
- RL360 Insurance Company LimitedRL360 Insurance Company Limited · British Isles · $268M39%
At year end, Hoxton Wealth USA’s separately managed accounts were largely in funds (25%).
What the accounts hold
- Stocks5%
- Funds25%
- Cash8%
- Other62%
- European mutual funds, etf's and structured notes62%
How many clients does Hoxton Wealth USA have?
Hoxton Wealth USA has 1,378 clients and manages $804 million for them, as of August 2026. They include 949 individual clients and 429 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 August 2026
What services does Hoxton Wealth USA offer?
Hoxton Wealth USA provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Hoxton Wealth USA charge?
Hoxton Wealth USA charges up to 1.75% for its Asset Management Services. The brochure does not state whether the rate is annual. The fee is billed in arrears, is negotiable and requires an account of at least $25,000.
Source: HOXTON WEALTH USA LLC ADV ADV PART 2A BROCHURE, filed 17 August 2026
Which custodians does Hoxton Wealth USA use?
Hoxton Wealth USA’s separately managed account assets are held at Interactive Brokers LLC (Greenwich, CT), with $311M, RL360 Insurance Company Limited (British Isles), with $268M and Novia Global Limited (Bath, Avon), with $110M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 August 2026
How many financial advisors does Hoxton Wealth USA have?
Hoxton Wealth USA has 34 investment adviser representatives registered with state securities authorities, out of 74 employees, and 34 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hoxton Wealth USA invest in?
At the end of its last fiscal year, Hoxton Wealth USA’s separately managed accounts held 62% other, 25% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents and 5% exchange-traded equities. The 62% other category is described as: European Mutual Funds, ETF'S and Structured Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Hoxton Wealth USA have a minimum investment?
Yes, Hoxton Wealth USA’s minimum account size for its Asset Management Services is $25K.
Source: HOXTON WEALTH USA LLC ADV ADV PART 2A BROCHURE, filed 17 August 2026
Who owns Hoxton Wealth USA?
Hoxton Wealth USA is owned through a chain of holding companies by Christopher Ball. Its direct owners are HCM Trading Holdings Limited (75% or more) and Bradley Hamilton (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 17 August 2026
How does Hoxton Wealth USA get paid?
Hoxton Wealth USA is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Hoxton Wealth USA?
Hoxton Wealth USA’s main office is at 100 East Pine Street, Suite 110, Orlando, FL 32801. Its phone number is 407-248-1211. Its website is hoxtonwealth.com.