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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hoxton Wealth USA offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Hoxton Wealth USA charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Hoxton Wealth USA use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hoxton Wealth USA have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hoxton Wealth USA invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Hoxton Wealth USA have a minimum investment?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Hoxton Wealth USA?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hoxton Wealth USA get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Hoxton Wealth USA?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 17 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}