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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FOX HILL WEALTH MANAGEMENT

CRD 321881

DEDHAM, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:af412884-6da5-5b35-4def-05fc44d241a6

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 0
Observed: Apr 3, 2023 to Mar 30, 2026
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $290MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $290M
Private client RAUM: $288MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $41.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,244
Individual clients: 326
High net worth clients: 79
SEC number: 801-127922
CRD: 321881
Filings on the tape: 5
First filed: Apr 3, 2023
Latest filed: Mar 30, 2026
Organised: Corporation, MA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM RYAN	Certified Financial Planner	DEDHAM, MA	4	20	5	no
Eric Christopher Benz	n/a	DEDHAM, MA	4	10	1	no
PATRICIA BRYNIARSKI WELSH	Certified Financial Planner	DEDHAM, MA	3	21	3	no
MICHAEL DOHERTY BROWN	n/a	DEDHAM, MA	3	28	3	no
Ian Sanderson McConnell	n/a	DEDHAM, MA	2	11	n/a	no
JETHRO SAAH KOLLIE	n/a	DEDHAM, MA	2	11	1	no
CAROLANN Doherty BROWN	Certified Financial Planner	Newport, RI \| DEDHAM, MA	0	44	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Benz, Eric, Christopher	OWNER AND CHIEF COMPLIANCE OFFICER	C	yes	05/2022	Apr 3, 2023	Jul 22, 2024
McDonald, Adam	Owner	C	yes	05/2022	Apr 3, 2023	Jul 22, 2024
RYAN, WILLIAM	Owner	C	yes	05/2022	Apr 3, 2023	Jul 22, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Newport	Ri	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$290M	$290M	8	7	1	n/a	n/a
2024	Mar 31, 2025	$252M	$237M	9	7	1	n/a	n/a
2023	Mar 11, 2024	$198M	$187M	8	5	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$290M	$252M	15.2%	n/a	n/a	8	9	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BECK BODE LLC	2	Jul 14, 2022	Aug 10, 2022	DEDHAM, MA	Team lift out	RIA to RIA	16.7%

Relationships

Registered with (7)

← CAROLANN Doherty BROWNAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← JETHRO SAAH KOLLIEAdvisorregistration: current employment
Aug 28, 2024 to presentfactForm ADV
← Ian Sanderson McConnellAdvisorregistration: current employment
Aug 2, 2024 to presentfactForm ADV
← MICHAEL DOHERTY BROWNAdvisorregistration: current employment
Dec 22, 2022 to presentfactForm ADV
← PATRICIA BRYNIARSKI WELSHAdvisorregistration: current employment
Dec 13, 2022 to presentfactForm ADV
← WILLIAM RYANAdvisorregistration: current employment
Aug 10, 2022 to presentfactForm ADV
← Eric Christopher BenzAdvisorregistration: current employment
Aug 10, 2022 to presentfactForm ADV

Controls (3)

← RYAN, WILLIAMOwnerOWNER, ownership code C, individual
Apr 3, 2023 to Jul 22, 2024factForm ADV
← Benz, Eric, ChristopherOwnerOWNER AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Apr 3, 2023 to Jul 22, 2024factForm ADV
← McDonald, AdamOwnerOWNER, ownership code C, individual
Apr 3, 2023 to Jul 22, 2024factForm ADV

Moved with (1)

← BECK BODE LLCRegistered adviser2 advisors, team lift out, same day
Jul 14, 2022 to Aug 10, 2022factForm ADV

Dated events

Occurred
Apr 3, 2023
First Form ADV filing
Fox Hill Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago
Occurred
Jul 14, 2022
Team lift-out
2 advisors left Beck Bode LLC (Dedham, MA) for Fox Hill Wealth Management on the same day
Form ADVobserved 5 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:af412884-6da5-5b35-4def-05fc44d241a6
First observed: Apr 3, 2023
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FOX HILL WEALTH MANAGEMENT

CRD 321881

DEDHAM, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:af412884-6da5-5b35-4def-05fc44d241a6

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:58 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM RYAN

Certified Financial Planner

DEDHAM, MA

Eric Christopher Benz

n/a

DEDHAM, MA

PATRICIA BRYNIARSKI WELSH

Certified Financial Planner

DEDHAM, MA

MICHAEL DOHERTY BROWN

n/a

DEDHAM, MA

Ian Sanderson McConnell

n/a

DEDHAM, MA

n/a

JETHRO SAAH KOLLIE

n/a

DEDHAM, MA

CAROLANN Doherty BROWN

Certified Financial Planner

Newport, RI | DEDHAM, MA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Benz, Eric, Christopher

OWNER AND CHIEF COMPLIANCE OFFICER

yes

05/2022

Apr 3, 2023

Jul 22, 2024

McDonald, Adam

Owner

yes

05/2022

Apr 3, 2023

Jul 22, 2024

RYAN, WILLIAM

Owner

yes

05/2022

Apr 3, 2023

Jul 22, 2024

City

State

Country

Employees

Also broker-dealer

Newport

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$290M

n/a

2024

Mar 31, 2025

$252M

$237M

n/a

2023

Mar 11, 2024

$198M

$187M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$290M

$252M

15.2%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BECK BODE LLC

Jul 14, 2022

Aug 10, 2022

DEDHAM, MA

Team lift out

RIA to RIA

16.7%