Active
BOX FINANCIAL ADVISORS, LLC
Investment Advice|GRAPEVINE, TX
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$95.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 92.6M |
| Non-Discretionary | 3.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 155623 |
| SEC Number | 801-127749 |
| Street Address | 1600 W NORTHWEST HWY |
| Street Address 2 | SUITE 300 |
| Location | GRAPEVINE, TX 76051 |
| Country | United States |
| Phone | (817) 865-1811 |
| Fax | (817) 424-1404 |
| Total Employees | 3 |
Client Count by Type (216 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 128 |
| High Net Worth Individual… | 88 |
Community Partners
CITY OF BENBROOK
CITY OF COLLEYVILLE
CITY OF CROWLEY
CITY OF DALWORTHINGTON GARDENS
CITY OF EULESS
CITY OF FOREST HILL
CITY OF GRAPEVINE
CITY OF HASLET
CITY OF HURST
CITY OF KELLER
CITY OF KENNEDALE
CITY OF MANSFIELD
CITY OF NORTH RICHLAND HILLS
CITY OF RICHLAND HILLS
CITY OF RIVER OAKS
CITY OF SAGINAW
CITY OF SOUTHLAKE
CITY OF WATAUGA
COUNTY OF TARRANT
TOWN OF BEDFORD
CITY OF BENBROOK
CITY OF COLLEYVILLE
CITY OF CROWLEY
CITY OF DALWORTHINGTON GARDENS
CITY OF EULESS
CITY OF FOREST HILL
CITY OF GRAPEVINE
CITY OF HASLET
CITY OF HURST
CITY OF KELLER
CITY OF KENNEDALE
CITY OF MANSFIELD
CITY OF NORTH RICHLAND HILLS
CITY OF RICHLAND HILLS
CITY OF RIVER OAKS
CITY OF SAGINAW
CITY OF SOUTHLAKE
CITY OF WATAUGA
COUNTY OF TARRANT
TOWN OF BEDFORD
CITY OF BENBROOK
CITY OF COLLEYVILLE
CITY OF CROWLEY
CITY OF DALWORTHINGTON GARDENS
CITY OF EULESS
CITY OF FOREST HILL
CITY OF GRAPEVINE
CITY OF HASLET
CITY OF HURST
CITY OF KELLER
CITY OF KENNEDALE
CITY OF MANSFIELD
CITY OF NORTH RICHLAND HILLS
CITY OF RICHLAND HILLS
CITY OF RIVER OAKS
CITY OF SAGINAW
CITY OF SOUTHLAKE
CITY OF WATAUGA
COUNTY OF TARRANT
TOWN OF BEDFORD
Municipal Government
24 Active
24
Organizations
ARLINGTON HOUSING AUTHORITY
BENBROOK LIBRARY DISTRICT
BENBROOK WATER AND SEWER AUTHORITY
CIRCLE T MUD 1
CIRCLE T MUD 2
CIRCLE T MUD 3
CITYVIEW NURSING AND REHABILITATION CENTER
DALWORTH SOIL CONSERVATION DISTRICT
DECATUR HOSPITAL AUTHORITY
FOREST HILL LIBRARY DISTRICT
FORT WORTH CITY HOUSING AUTHORITY
GRAPEVINE CITY HOUSING AUTHORITY
GREAT SOUTHWEST IMPROVEMENT DISTRICT
HURST PLAZA NURSING AND REHAB
JPS HEALTH NETWORK
KELLER OAKS HEALTHCARE CENTER
KENNEDALE TOWNCENTER DEVELOPMENT DISTRICT
LIVE OAK CREEK MUD 1 OF TARRANT COUNTY
NORTHERN TRINITY GCD
TARRANT COUNTY 9-1-1 DISTRICT
ARLINGTON HOUSING AUTHORITY
BENBROOK LIBRARY DISTRICT
BENBROOK WATER AND SEWER AUTHORITY
CIRCLE T MUD 1
CIRCLE T MUD 2
CIRCLE T MUD 3
CITYVIEW NURSING AND REHABILITATION CENTER
DALWORTH SOIL CONSERVATION DISTRICT
DECATUR HOSPITAL AUTHORITY
FOREST HILL LIBRARY DISTRICT
FORT WORTH CITY HOUSING AUTHORITY
GRAPEVINE CITY HOUSING AUTHORITY
GREAT SOUTHWEST IMPROVEMENT DISTRICT
HURST PLAZA NURSING AND REHAB
JPS HEALTH NETWORK
KELLER OAKS HEALTHCARE CENTER
KENNEDALE TOWNCENTER DEVELOPMENT DISTRICT
LIVE OAK CREEK MUD 1 OF TARRANT COUNTY
NORTHERN TRINITY GCD
TARRANT COUNTY 9-1-1 DISTRICT
ARLINGTON HOUSING AUTHORITY
BENBROOK LIBRARY DISTRICT
BENBROOK WATER AND SEWER AUTHORITY
CIRCLE T MUD 1
CIRCLE T MUD 2
CIRCLE T MUD 3
CITYVIEW NURSING AND REHABILITATION CENTER
DALWORTH SOIL CONSERVATION DISTRICT
DECATUR HOSPITAL AUTHORITY
FOREST HILL LIBRARY DISTRICT
FORT WORTH CITY HOUSING AUTHORITY
GRAPEVINE CITY HOUSING AUTHORITY
GREAT SOUTHWEST IMPROVEMENT DISTRICT
HURST PLAZA NURSING AND REHAB
JPS HEALTH NETWORK
KELLER OAKS HEALTHCARE CENTER
KENNEDALE TOWNCENTER DEVELOPMENT DISTRICT
LIVE OAK CREEK MUD 1 OF TARRANT COUNTY
NORTHERN TRINITY GCD
TARRANT COUNTY 9-1-1 DISTRICT
Special District
23 Active
23
Organizations
ALPD JANITORIAL SERVICES & MAKE READY LLC
ARLINGTON CLASSICS ACADEMY
ARLINGTON INDEPENDENT SCHOOL
AZLE IND SCH DIST 915
BIRDVILLE IND SCH DIST 902
CARROLL IND SCH DIST 919
CASTLEBERRY IND SCH DIST 917
CITY OF ARLINGTON
CROWLEY IND SCH DIST 912
EAGLE MT SAGINAW IND SCH DIST 918
EDUCATION SERVICE CENTER REGION 11
EVERMAN IND SCH DIST 904
FORT WORTH IND SCH DIST 905
GRAPEVINE-COLLEYVILLE INDEPENDENT SCHOOL
GRAPEVINE-COLLEYVLLE ISD IND SCHL DIST 906
HURST-EULESS-BEDFORD IND SCH DIST 916
KELLER IND SCH DIST 907
KENNEDALE IND SCH DIST 914
LAKE WORTH IND SCH DISTRICT 910
MANSFIELD IND SCH DIST 908
ALPD JANITORIAL SERVICES & MAKE READY LLC
ARLINGTON CLASSICS ACADEMY
ARLINGTON INDEPENDENT SCHOOL
AZLE IND SCH DIST 915
BIRDVILLE IND SCH DIST 902
CARROLL IND SCH DIST 919
CASTLEBERRY IND SCH DIST 917
CITY OF ARLINGTON
CROWLEY IND SCH DIST 912
EAGLE MT SAGINAW IND SCH DIST 918
EDUCATION SERVICE CENTER REGION 11
EVERMAN IND SCH DIST 904
FORT WORTH IND SCH DIST 905
GRAPEVINE-COLLEYVILLE INDEPENDENT SCHOOL
GRAPEVINE-COLLEYVLLE ISD IND SCHL DIST 906
HURST-EULESS-BEDFORD IND SCH DIST 916
KELLER IND SCH DIST 907
KENNEDALE IND SCH DIST 914
LAKE WORTH IND SCH DISTRICT 910
MANSFIELD IND SCH DIST 908
ALPD JANITORIAL SERVICES & MAKE READY LLC
ARLINGTON CLASSICS ACADEMY
ARLINGTON INDEPENDENT SCHOOL
AZLE IND SCH DIST 915
BIRDVILLE IND SCH DIST 902
CARROLL IND SCH DIST 919
CASTLEBERRY IND SCH DIST 917
CITY OF ARLINGTON
CROWLEY IND SCH DIST 912
EAGLE MT SAGINAW IND SCH DIST 918
EDUCATION SERVICE CENTER REGION 11
EVERMAN IND SCH DIST 904
FORT WORTH IND SCH DIST 905
GRAPEVINE-COLLEYVILLE INDEPENDENT SCHOOL
GRAPEVINE-COLLEYVLLE ISD IND SCHL DIST 906
HURST-EULESS-BEDFORD IND SCH DIST 916
KELLER IND SCH DIST 907
KENNEDALE IND SCH DIST 914
LAKE WORTH IND SCH DISTRICT 910
MANSFIELD IND SCH DIST 908
School District
22 Active
22
Organizations
0427 MCGREGOR
1002 FOUNDATION INC
10-7 OUTDOORS
1842 FINANCIAL GROUP
19 24 FOUNDATION
2100 CLUB
2300 BROWNWOOD
25 LADDERS
25 LADDERS
2 DEEP WMC
2ND CHANCE JOB CORP
2ND CHANCE MENTORS INC
2 THE NEXT SHIFT NON PROFIT ORGANIZATION INC
30 60 100 MINISTRIES INC
3 17 CLASSICAL COMMUNITY
344TH PANTHER ORGANIZATION
3 DIAMOND SOCIETY
3S MINISTRIES
4 L FOUNDATION
4 PAWS INC
0427 MCGREGOR
1002 FOUNDATION INC
10-7 OUTDOORS
1842 FINANCIAL GROUP
19 24 FOUNDATION
2100 CLUB
2300 BROWNWOOD
25 LADDERS
25 LADDERS
2 DEEP WMC
2ND CHANCE JOB CORP
2ND CHANCE MENTORS INC
2 THE NEXT SHIFT NON PROFIT ORGANIZATION INC
30 60 100 MINISTRIES INC
3 17 CLASSICAL COMMUNITY
344TH PANTHER ORGANIZATION
3 DIAMOND SOCIETY
3S MINISTRIES
4 L FOUNDATION
4 PAWS INC
0427 MCGREGOR
1002 FOUNDATION INC
10-7 OUTDOORS
1842 FINANCIAL GROUP
19 24 FOUNDATION
2100 CLUB
2300 BROWNWOOD
25 LADDERS
25 LADDERS
2 DEEP WMC
2ND CHANCE JOB CORP
2ND CHANCE MENTORS INC
2 THE NEXT SHIFT NON PROFIT ORGANIZATION INC
30 60 100 MINISTRIES INC
3 17 CLASSICAL COMMUNITY
344TH PANTHER ORGANIZATION
3 DIAMOND SOCIETY
3S MINISTRIES
4 L FOUNDATION
4 PAWS INC
Nonprofit Organization
4624 Active
4624
Organizations
Community Partners119 organizations
CITY OF BENBROOK
Municipal Government·BENBROOK
CITY OF CROWLEY
Municipal Government·CROWLEY
CITY OF DALWORTHINGTON GARDENS
Municipal Government·ARLINGTON
CITY OF EULESS
Municipal Government·EULESS
CITY OF FOREST HILL
Municipal Government·FOREST HILL
CITY OF GRAPEVINE
Municipal Government·GRAPEVINE
CITY OF HASLET
Municipal Government·HASLET
CITY OF HURST
Municipal Government·HURST
CITY OF KELLER
Municipal Government·KELLER
CITY OF MANSFIELD
Municipal Government·MANSFIELD
CITY OF NORTH RICHLAND HILLS
Municipal Government·NORTH RICHLAND HILLS
CITY OF RICHLAND HILLS
Municipal Government·RICHLAND HILLS
CITY OF SAGINAW
Municipal Government·SAGINAW
TOWN OF PANTEGO
Municipal Government·PANTEGO
TOWN OF PELICAN BAY
Municipal Government·AZLE
BENBROOK LIBRARY DISTRICT
Special District·BENBROOK
CIRCLE T MUD 1
Special District·HOUSTON
CIRCLE T MUD 2
Special District·HOUSTON
CIRCLE T MUD 3
Special District·HOUSTON
CITYVIEW NURSING AND REHABILITATION CENTER
Special District·FORT WORTH
DALWORTH SOIL CONSERVATION DISTRICT
Special District·ARLINGTON
DECATUR HOSPITAL AUTHORITY
Special District·GRAPEVINE
FOREST HILL LIBRARY DISTRICT
Special District·FOREST HILL
GREAT SOUTHWEST IMPROVEMENT DISTRICT
Special District·ARLINGTON
HURST PLAZA NURSING AND REHAB
Special District·HURST
JPS HEALTH NETWORK
Special District·FORT WORTH
KELLER OAKS HEALTHCARE CENTER
Special District·KELLER
LIVE OAK CREEK MUD 1 OF TARRANT COUNTY
Special District·DALLAS
NORTHERN TRINITY GCD
Special District·FORT WORTH
TARRANT COUNTY EMERGENCY SERVICES DISTRICT 1
Special District·FORT WORTH
THE NORTH CENTRAL TEXAS WORKFORCE DEVELOPMENT BOARD
Special District·ARLINGTON
ALPD JANITORIAL SERVICES & MAKE READY LLC
School District·CROWLEY
ARLINGTON CLASSICS ACADEMY
School District·ARLINGTON
EDUCATION SERVICE CENTER REGION 11
School District·WHITE SETTLEMENT
0427 MCGREGOR
Nonprofit Organization·ARLINGTON
1002 FOUNDATION INC
Nonprofit Organization·Arlington
10-7 OUTDOORS
Nonprofit Organization·ARLINGTON
1842 FINANCIAL GROUP
Nonprofit Organization·BEDFORD
19 24 FOUNDATION
Nonprofit Organization·BEDFORD
2100 CLUB
Nonprofit Organization·ARLINGTON
2300 BROWNWOOD
Nonprofit Organization·Arlington
25 LADDERS
Nonprofit Organization·Arlington
25 LADDERS
Nonprofit Organization·ARLINGTON
2 DEEP WMC
Nonprofit Organization·Grapevine
2ND CHANCE JOB CORP
Nonprofit Organization·Arlington
2ND CHANCE MENTORS INC
Nonprofit Organization·Arlington
2 THE NEXT SHIFT NON PROFIT ORGANIZATION INC
Nonprofit Organization·Mansfield
30 60 100 MINISTRIES INC
Nonprofit Organization·KELLER
3 17 CLASSICAL COMMUNITY
Nonprofit Organization·Keller
344TH PANTHER ORGANIZATION
Nonprofit Organization·ARLINGTON
3 DIAMOND SOCIETY
Nonprofit Organization·ARLINGTON
3S MINISTRIES
Nonprofit Organization·Bedford
4 L FOUNDATION
Nonprofit Organization·Crowley
4 PAWS INC
Nonprofit Organization·Benbrook
626 FOUNDATION
Nonprofit Organization·GRAPEVINE
63 BUCKS FOUNDATION INC
Nonprofit Organization·Grapevine
6 8 PROJECT
Nonprofit Organization·Bedford
777 PRAYER AND HEALTH MINISTRIES INC
Nonprofit Organization·ARLINGTON
818 THE SIGN
Nonprofit Organization·CROWLEY
900 VOLLEYBALL
Nonprofit Organization·GRAPEVINE
9-11 MEMORIAL FOUNDATION TEXAS
Nonprofit Organization·Grapevine
99 4 1 MINISTRY
Nonprofit Organization·Keller
AADA - ARLINGTON ART DEALERS ASSOCIATION
Nonprofit Organization·Arlington
AATC EDUCATION FOUNDATION
Nonprofit Organization·Hurst
ABBA 4EVER INTERVENTION PROGRAM
Nonprofit Organization·ARLINGTON
ABBASON
Nonprofit Organization·Arlington
ABLES FRONT PORCH
Nonprofit Organization·ARLINGTON
ABOVE AND BEYOND FOR CHILDREN
Nonprofit Organization·Crowley
A BROTHERS KEEPER
Nonprofit Organization·ARLINGTON
Academia Asi es mi Peru
Nonprofit Organization·Hurst
Academic Athlete Plus
Nonprofit Organization·Mansfield
ACADEMIC RANCH
Nonprofit Organization·MANSFIELD
ACADEMY OF GURU GRANTH STUDIES INC
Nonprofit Organization·ARLINGTON
ACA PTO
Nonprofit Organization·Arlington
ACF MINISTRIES
Nonprofit Organization·Hurst
ACIEM Charitable Foundation Inc
Nonprofit Organization·Benbrook
ACORN ACADEMY OF DFW
Nonprofit Organization·Crowley
ACT FOR SUCCESS
Nonprofit Organization·Mansfield
Acts of Service of America
Nonprofit Organization·ARLINGTON
ADANSE MMOAKUO OF DFW
Nonprofit Organization·ARLINGTON
ADAT CONNECT
Nonprofit Organization·Arlington
ADESOJI A ABEGUNDE
Nonprofit Organization·BEDFORD
ADESUNMBO ADEJOKUN FOUNDATION INC
Nonprofit Organization·arlington
A Different Breed Foundation
Nonprofit Organization·Crowley