DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Fox Hill Wealth Management
Latest filing Mar 30, 2026
First filing on the tape Apr 3, 2023 · 5 filings
SEC status approved since May 4, 2023
RAUM
$290M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$288M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$41.5M
derived; firm RAUM over IAPD count
Employees
8
7 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$290M as of Mar 30, 2026
Mar 11, 2024$198M then
HNW client RAUM$203M as of Mar 30, 2026
Mar 11, 2024$135M then
State-registered IARs (5.B.3)7 as of Mar 30, 2026
Mar 11, 20245 then
Employees (5.A)8 as of Mar 30, 2026
Mar 11, 20248 then
Private funds: no history
RAUM +15% over the last fiscal yearIARs 7 to 7
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $41.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 58derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.6MderivedHNW RAUM over HNW clients
- Average account
- $233,248derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 3.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +8.9%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$203M70%
- Individuals$85.0M29%
- Corporations and businesses$1.9M0.7%
- Individual clients
- 326reported
- HNW clients
- 79reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,244reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Eric Christopher Benz | Dedham, Ma | Aug 10, 2022 | 10 y | 1 |
| William RyanCertified Financial Planner | Dedham, Ma | Aug 10, 2022 | 20 y | 5 |
| Patricia Bryniarski WelshCertified Financial Planner | Dedham, Ma | Dec 13, 2022 | 21 y | 3 |
| Michael Doherty Brown | Dedham, Ma | Dec 22, 2022 | 28 y | 3 |
| Ian Sanderson Mcconnell | Dedham, Ma | Aug 2, 2024 | 11 y | 0 |
| Jethro Saah Kollie | Dedham, Ma | Aug 28, 2024 | 11 y | 1 |
| Carolann Doherty BrownCertified Financial Planner | Newport, Ri | Jan 1, 2026 | 44 y | 4 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Carolann Doherty Brown from Pallas Capital Advisors, LLCJan 1, 2026 · RIA to RIA
- Jethro Saah Kollie from Beck Bode LLCAug 28, 2024 · RIA to RIA
- Michael Doherty Brown from UBS Financial Services Inc.Dec 22, 2022 · Wirehouse to independent RIA
- Patricia Bryniarski Welsh from Beck Bode LLCDec 13, 2022 · RIA to RIA
- William Ryan from Beck Bode LLCAug 10, 2022 · RIA to RIA
- Eric Christopher Benz from Beck Bode LLCAug 10, 2022 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Beck Bode LLCJul 14, 2022 · Dedham, Ma
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Christopher Eric Benz · Owner And Chief Compliance Officercontrolsince 05/2022 · owns 25% to 50%
- Adam Mcdonald · Ownercontrolsince 05/2022 · owns 25% to 50%
- William Ryan · Ownercontrolsince 05/2022 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Dedham, Ma · principal | 7 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Newport, RI1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- HNW share shiftChange between filings · filing Mar 30, 2026HNW share of RAUM moved from 36.0% to 70.0% between the annual amendments of 2025-03-31 and 2026-03-30peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 1,131 to 1,244Mar 31, 2025 to Mar 30, 2026
- Corporate clients · unset to 5.0Mar 31, 2025 to Mar 30, 2026
- HNW clients · 315 to 79Mar 31, 2025 to Mar 30, 2026
- Individual clients · 57 to 326Mar 31, 2025 to Mar 30, 2026
- Employees · 9 to 8Mar 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $237M to $290MMar 31, 2025 to Mar 30, 2026
- HNW RAUM · $91.6M to $203MMar 31, 2025 to Mar 30, 2026
- Individual RAUM · $159M to $85.0MMar 31, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $14.8M to $0Mar 31, 2025 to Mar 30, 2026
- Pension RAUM · 1015513.0 to unsetMar 31, 2025 to Mar 30, 2026
- RAUM · $252M to $290MMar 31, 2025 to Mar 30, 2026
- Accounts · 917 to 1,131Jul 22, 2024 to Mar 31, 2025
- Advisory employees · 6 to 7Jul 22, 2024 to Mar 31, 2025
- HNW clients · 61 to 315Jul 22, 2024 to Mar 31, 2025
- Individual clients · 241 to 57Jul 22, 2024 to Mar 31, 2025
- Employees · 8 to 9Jul 22, 2024 to Mar 31, 2025
- Financial planning clients · 1-10 to 1-10Jul 22, 2024 to Mar 31, 2025
- State-registered IARs · 6 to 7Jul 22, 2024 to Mar 31, 2025
- Discretionary RAUM · $187M to $237MJul 22, 2024 to Mar 31, 2025
- HNW RAUM · $135M to $91.6MJul 22, 2024 to Mar 31, 2025
- Individual RAUM · $63.1M to $159MJul 22, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $11.2M to $14.8MJul 22, 2024 to Mar 31, 2025
- Pension RAUM · $797,618 to $1.0MJul 22, 2024 to Mar 31, 2025
- RAUM · $198M to $252MJul 22, 2024 to Mar 31, 2025
- Advisory employees · 5 to 6Mar 11, 2024 to Jul 22, 2024
- State-registered IARs · 5 to 6Mar 11, 2024 to Jul 22, 2024
- Accounts · 724 to 917Apr 3, 2023 to Mar 11, 2024
- Advisory employees · 4 to 5Apr 3, 2023 to Mar 11, 2024
- HNW clients · 60 to 61Apr 3, 2023 to Mar 11, 2024
- Individual clients · 238 to 241Apr 3, 2023 to Mar 11, 2024
- Employees · 6 to 8Apr 3, 2023 to Mar 11, 2024
- Financial planning clients · 101-250 to 1-10Apr 3, 2023 to Mar 11, 2024
- State-registered IARs · 4 to 5Apr 3, 2023 to Mar 11, 2024
- Other offices · 0 to 1Apr 3, 2023 to Mar 11, 2024
- Discretionary RAUM · $155M to $187MApr 3, 2023 to Mar 11, 2024
- HNW RAUM · $103M to $135MApr 3, 2023 to Mar 11, 2024
- Individual RAUM · $49.6M to $63.1MApr 3, 2023 to Mar 11, 2024
- Non-discretionary RAUM · $0 to $11.2MApr 3, 2023 to Mar 11, 2024
- Pension RAUM · unset to 797618.0Apr 3, 2023 to Mar 11, 2024
- RAUM · $155M to $198MApr 3, 2023 to Mar 11, 2024
Signals
2 dated events
- Fox Hill Wealth Management filed its initial SEC registration (Form ADV)Apr 3, 2023 · First SEC registration · fact
- 2 advisors left Beck Bode LLC (Dedham, MA) for Fox Hill Wealth Management on the same dayJul 14, 2022 · Team lift-out · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@foxhillwealth.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 781-613-2600reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/89285857/admin/feed/postsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- foxhillwealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 781-613-2600reportedpublic record, Form ADV, Mar 30, 2026
- Contact form
- foxhillwealth.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $41.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026