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Hoxton Wealth

Updated today

Client assets under management

$803,519,693

Clients

1,378

31% high-net worth

Advisors

33

of 74 employees

Firm type

Multi Team

Clients per advisor

42

Low

Average account size

$583,106

About

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.

Client services

Financial planning Portfolio management

Expertise

Cross-border / expatriate tax planning

Occupation focus

Retired

Demographic focus

Expats

Fee options

Fixed

Financial planning fees up to $2,500 initial; ongoing financial planning fees up to $1,000 per year

Percentage

Up to 1.75% per annum (fees reviewed case-by-case and negotiable; higher rates for accounts below minimum)

Commissions

Investment Adviser Representatives (IARs) may earn commissions on insurance products sold outside the Firm's advisory services

Other

Account minimum: $25,000.00 Minimum fee: Onboarding fee: $500-$1,000 one-time for new international investment management clients Fee-only: Fee-only investment management and financial planning services; no commissions from advisory services

Main office location

Hoxton Wealth

101 Hudson Street, 21 St Floor

Jersey City NJ 07302, United States

Number of offices

13

Most active in

Alabama · Arizona · California · Colorado · Connecticut · Delaware · Florida · Georgia · Illinois · Indiana · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Domonic M

Series 65

Jersey City, NJ

Hoxton Wealth

Domonic Mustafa is a financial advisor at Hoxton Wealth USA LLC with a Series 65 designation and a background that includes roles at Infinity Financial Solutions, Selby Jennings, and Pinpoint Partners. He has been active in the financial services industry since 2016 and is also involved with Infinity Financial Solutions, a financial planning firm based in Bangkok, Thailand. Hoxton Wealth USA LLC serves individual clients with international pension assets, particularly expatriates holding UK pensions, as well as U.S. citizens seeking financial planning and investment management. The firm employs a network model of independent advisors and focuses on pension transfer and SIPP advisory services, managing approximately $470 million in assets on a non-discretionary basis.

Cross-border / expatriate tax planning Retired Expats
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Paul M

Series 65

Jersey City, NJ

Hoxton Wealth

Paul Molloy is a financial advisor with Hoxton Wealth USA LLC and holds a Series 65 designation. He has four years of industry experience and previously worked at St. James's Place Wealth Management for seven years. Molloy is also involved with Hoxton Capital Management FZE in Dubai, where he dedicates significant time to promoting financial investment opportunities. Hoxton Wealth USA primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm uses a network model of independent advisers and focuses on pension transfer and SIPP advisory services, managing a substantial portion of its assets on a non-discretionary basis.

Cross-border / expatriate tax planning Retired Expats
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Ravinder G

Series 65

Jersey City, NJ

Hoxton Wealth

Ravinder Gill is a financial advisor at Hoxton Wealth USA LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at deVere Group and Reach. In addition to his role in the U.S., he is involved with Hoxton Capital Management FZE in Dubai, where he dedicates a significant portion of his time to financial planning and promoting investment adviser opportunities. Hoxton Wealth USA primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm uses a network model of independent Investment Adviser Representatives and focuses on pension transfer, SIPP advisory services, and non-discretionary portfolio management.

Cross-border / expatriate tax planning Retired Expats
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Ryan H

Series 65

Jersey City, NJ

Hoxton Wealth

Ryan Hudson is a financial advisor with Hoxton Wealth USA LLC, holding a Series 65 credential and one year of industry experience. He previously worked at Hoxton Capital Management FZE and has experience in real estate and hospitality sectors. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm operates a network model of independent advisers and focuses on pension transfer and SIPP advisory services, portfolio management, and financial planning.

Cross-border / expatriate tax planning Retired Expats
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William G

Series 65

Jersey City, NJ

Hoxton Wealth

William Gray is a Series 65-licensed financial advisor with Hoxton Wealth USA LLC, where he has worked since 2026. He has prior experience with Hoxton Wealth (UK) Ltd and Hoxton Wealth Vietnam, as well as roles in several other firms and industries including blockchain development. He is involved with Hoxton Wealth’s affiliated international entities in the UK and Vietnam, contributing to investment advice and financial planning. Hoxton Wealth USA primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm operates through a network of independent Investment Adviser Representatives and focuses on pension transfer services, portfolio management, and a core-and-satellite investment approach.

Cross-border / expatriate tax planning Retired Expats
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Declan T

Series 65

Jersey City, NJ

Hoxton Wealth

Declan Trainor is a financial advisor with Hoxton Wealth USA LLC, holding a Series 65 license and two years of industry experience. His career includes roles with multiple Hoxton entities across the UK, Europe, and the UAE, as well as prior work at Alpha Omega Partnership and Texas Instruments. Trainor divides his time among several international Hoxton affiliates. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm operates through a network of independent investment adviser representatives and focuses on pension transfer and SIPP advisory services alongside portfolio management using a core-and-satellite approach aligned with clients’ risk profiles.

Cross-border / expatriate tax planning Retired Expats
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Bhavin V

Series 65

Jersey City, NJ

Hoxton Wealth

Bhavin Vaja is a financial advisor at Hoxton Wealth USA LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Hoxton Capital Management FZE, Westcoast Ltd, Xafinity Consulting, and the Waitrose and John Lewis Partnership. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, especially expatriates with UK pensions, as well as U.S. citizens seeking financial planning and investment management. The firm uses a network model with independent advisers and focuses on pension transfer, SIPP advisory services, and non-discretionary portfolio management.

Cross-border / expatriate tax planning Retired Expats
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Richard C

Series 65

Jersey City, NJ

Hoxton Wealth

Richard Cawley is a Series 65-licensed advisor with Hoxton Wealth USA LLC, bringing two years of industry experience. He has previously worked at Skybound Wealth Management and Wealth at Work, among other firms. He also provides advisory services as a technical specialist for Hoxton Capital Management FZE. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm uses a network model of independent investment adviser representatives and employs a core-and-satellite investment approach tailored to clients’ risk profiles.

Cross-border / expatriate tax planning Retired Expats
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George S

Series 65

Jersey City, NJ

Hoxton Wealth

George Stainton is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Hoxton Wealth USA LLC and has held positions at various Hoxton Capital Management entities as well as Beacon Global Advisor Network, AHR Private Wealth, Guardian Wealth Management, and CSS Investments. His work includes providing advisory services across multiple international Hoxton entities during U.S. trading hours. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm operates a network model of independent Investment Adviser Representatives and focuses on pension transfer and SIPP advisory services, portfolio management, and financial planning, managing roughly $470 million in assets on a non-discretionary basis.

Cross-border / expatriate tax planning Retired Expats
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Michael Y

Series 65

Jersey City, NJ

Hoxton Wealth

Michael Yuille is a Series 65-licensed financial advisor at Hoxton Wealth USA LLC with three years of industry experience. He has held roles at Hoxton Capital Management USA LLC and Hoxton Capital Management FZE, and serves as Managing Director at Northern Cross Wealth Management in South Africa. His work includes managing international high net-worth portfolios and providing financial planning for expatriates. Hoxton Wealth USA LLC serves individual clients with international pension assets, particularly expatriates with UK pensions, as well as U.S. citizens seeking financial planning and investment management. The firm operates a network model of independent advisers and focuses on pension transfer and SIPP advisory services alongside ongoing portfolio management.

Cross-border / expatriate tax planning Retired Expats
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Daniel A

Series 65

Jersey City, NJ

Hoxton Wealth

Daniel Abbott is a financial advisor with Hoxton Wealth USA LLC, holding a Series 65 license and two years of industry experience. He has worked at Hoxton Capital Management and its affiliated Dubai-based entity since 2021, as well as prior roles at Skybound Wealth Management, Thales, KPMG, and Morris & Co Chartered Accountants. Abbott also serves as Finance Director for Hoxton Capital Management FZE in Dubai. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, particularly expatriates with UK pensions, and U.S. citizens seeking financial planning and investment management. The firm offers pension transfer and SIPP advisory services, portfolio management, and financial planning, operating through a network of independent advisers and focusing on a core-and-satellite investment approach tailored to clients’ risk profiles.

Cross-border / expatriate tax planning Retired Expats
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Tom S

Series 65

Jersey City, NJ

Hoxton Wealth

Tom Streader is a financial advisor at Hoxton Wealth USA LLC with a Series 65 designation. He has been active in investment advisory roles since 2018, including positions at Hoxton Capital Management (Europe) Ltd. and Hoxton H CAP (Middle East), where he serves as Client Relationship Manager. His background also includes experience outside the financial industry. Hoxton Wealth USA LLC serves individual clients with international pension assets, particularly expatriates with UK pensions, as well as U.S. citizens seeking financial planning and investment management. The firm employs a network model of independent Investment Adviser Representatives and focuses on pension transfer advice, portfolio management, and financial planning using a non-discretionary core-and-satellite investment approach.

Cross-border / expatriate tax planning Retired Expats
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Luke B

Series 65

Jersey City, NJ

Hoxton Wealth

Luke Bennett is a financial advisor at Hoxton Wealth USA LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Devere Group and as a self-employed advisor. Bennett is also involved with Hoxton Capital Management FZE, a Dubai-based firm focused on financial services and investment opportunities. Hoxton Wealth USA primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm uses a network model of independent advisers and emphasizes pension transfer advisory, portfolio management, and tailored investment strategies.

Cross-border / expatriate tax planning Retired Expats
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Charles W

Series 65

Jersey City, NJ

Hoxton Wealth

Charles Whitebread is a financial advisor at Hoxton Wealth USA LLC with one year of industry experience. He holds a Series 65 credential and has previously worked with several Hoxton entities, including Hoxton Capital Management FZE and Hoxton Wealth (UK) Ltd. His background also includes roles outside finance, such as with Brighton & Hove Albion Football Club and Humanscale. Hoxton Wealth USA LLC serves individual clients with international pension assets, particularly expatriates with UK pensions, as well as U.S. citizens seeking financial planning and investment management. The firm emphasizes pension transfer and SIPP advisory services, using a network model of independent advisers and a core-and-satellite investment approach tailored to clients’ risk profiles.

Cross-border / expatriate tax planning Retired Expats
user avatar

Wadea A

Series 65

Jersey City, NJ

Hoxton Wealth

Wadea Alabdi is a financial advisor at Hoxton Wealth USA LLC with one year of industry experience. He holds a Series 65 credential and has worked with Hoxton Capital Management LTD since 2023, in addition to his current role at the U.S. firm. Prior to that, he was employed at Brite Advisors and Devere Acuma, and he also has experience from the University of Essex. Alabdi is involved with Hoxton Capital Management (UK) LTD as an investment advisor, dedicating significant time to developing financial plans and client services. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm specializes in pension transfer and SIPP advisory services and employs a network model with a focus on non-discretionary portfolio management using a core-and-satellite investment approach.

Cross-border / expatriate tax planning Retired Expats
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