Box Hill Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Box Hill Private Wealth manages about $137.5 million in discretionary assets for roughly 45 clients, serving individuals, high‑net‑worth individuals, charitable organizations, and small businesses. The firm offers investment advisory and financial planning services, including creation of written investment policy statements and periodic reviews.
The firm’s investment process combines fundamental, technical, cyclical, quantitative and qualitative analysis to build long‑term, actively allocated or hybrid portfolios and offers equity income, growth, tax‑efficient and ESG strategies. BHPW may use third‑party sub‑advisers and implements specialized custodial strategies, including an options‑based box spread borrowing strategy and access to alternative investments available through the Schwab platform.
Box Hill provides a quarterly digital report and ongoing written plans for clients, a formal periodical practice that is uncommon among independent peers. The firm’s lineup includes less common, higher‑complexity offerings—notably the box spread strategy implemented through a third‑party sub‑adviser (SyntheticFi), with disclosure that Box Hill does not receive SyntheticFi’s separate sub‑adviser fee—and it generally applies a $1,000,000 account minimum (waivable).
Client services
Expertise
Fee options
$0 - $5M: 1.00% annually $5M - $10M: 0.75% annually $10M+: 0.50% annually
$250 per hour for financial planning-only services
Account minimum: $1,000,000 Fee-only: Hourly fee of $250 for planning-only engagements
Main office
Scottsdale AZ
Advisors at this office
1
Most active in
Arizona · Louisiana · Texas
Also doing business as
Box Hill Private Wealth · Shane Richard Farina · Zf Private Wealth Advisors · Zf Private Wealth Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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