A complete list of active advisors currently associated with Hoxton Wealth

Warmer can help you find a great advisor at Hoxton Wealth or one who fits your needs even better.

Hoxton Wealth (USA) LLC is a fee‑only investment management and financial planning firm that focuses on pension transfer services for UK expatriates residing in the United States, while also advising U.S. citizens and other expatriates. The firm reports managing roughly $803.5 million (as of December 31, 2025) and offers asset management, SIPP transfer facilitation, and ongoing financial planning services. Hoxton typically provides advice on a non‑discretionary basis, with clients retaining final decision authority and the adviser implementing transactions only after client approval; its investment framework emphasizes strategic asset allocation using core‑and‑satellite model portfolios matched to client risk profiles. Investment Adviser Representatives operate as independent contractors and draw on third‑party custodians, TAMPs (including ACM’s PathFinder) and international pension trustees to customize solutions. The firm’s cross‑border footprint and product set are distinctive: it maintains affiliated entities and branch operations in multiple jurisdictions and coordinates transfers to approved UK SIPP trustees for expatriate clients, contributing to a meaningful non‑U.S. client orientation. The brochure discloses recent material changes (including a compliance officer transition, an updated onboarding fee and newly disclosed conflicts of interest) and describes promoter/co‑advisor activities that reference endorsements and testimonial practices subject to the SEC’s Marketing Rule.

To learn more about the advisors currently working at Hoxton Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.