Miami, FL Office

Hoxton Wealth provides personalized investment management and advisory services to individual clients, with a particular focus on expatriates and clients who hold international pension assets. The firm offers asset allocation, model-based portfolio construction, ongoing account monitoring, and pension transfer advisory services for UK pension holders considering Self‑Invested Personal Pensions (SIPPs).

The firm operates primarily on a non‑discretionary basis and constructs risk‑based model portfolios that use passive ETFs or passive‑active blends (including UCITs and U.S. mutual funds) selected through quantitative and qualitative review. Hoxton Wealth documents model governance and conducts regular client and model reviews; as of June 30, 2026 the brochure reports the firm managed approximately $1.15 billion on a non‑discretionary basis.

Hoxton Wealth’s client base and operating footprint are more international than typical peers, with advisers located across the United States and in multiple other countries (notably the United Kingdom and United Arab Emirates) and explicit services for UK expatriates and SIPP transfers. The firm discloses prior regulatory history involving a management person who was the subject of an SEC enforcement action, and the brochure also describes incentive relationships and referral arrangements (including compensation from Pershing and affiliated product placements) that could influence custodian and product recommendations.