Box Financial Advisors

Asset Manager SEC-registered adviser

Legal name: Box Financial Advisors, LLC

Grapevine, TX Website

AUM

$96.9M
Regulatory AUM

Private funds

1
Venture Capital 1

Private fund assets

$1.4M
Gross asset value

Employees

4

Last Form D raise

Aug 2024
Most recent fund filing

From SEC Form ADV filing (filed Sep 4, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

A
Alicia Parker
Owner, Box Insurance Agency
Source: SEC Form ADV
P
Parker Dustin
CEO, Box Insurance Agency
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Bfa SPV - Concrete Partners A Series of Aqua Platform Master LLCVenture Capital$1.4M$1.4M34Aug 2024Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
155623
SEC file number
801-127749

Sources