FOX HILL WEALTH MANAGEMENT
Adviser information for FOX HILL WEALTH MANAGEMENT last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 846 | $187.2M |
| Non-Discretionary | 71 | $11.2M |
| Total | 917 | $198.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 241 | $63.1M |
| HNW Individuals | 61 | $134.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $797,618 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
84 BRIDGE STREETDEDHAM
MA
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 781-613-2600, Fax: None
Websites
www.facebook.com/fox-hill-wealth-management-101548219356484
www.instagram.com/foxhillwealth/
www.instagram.com/ericbenzz/
www.foxhillwealth.com
www.foxhillwealthmanagement.com
www.linkedin.com/in/eric-christopher-benz/
www.linkedin.com/in/william-n-ryan-cfp%c2%ae-6062632/
www.youtube.com/channel/ucpfch5tabw_liymznrxgy2g
www.linkedin.com/company/89285857/admin/feed/posts/
Chief Compliance Officer
ERIC BENZ
PRINCIPAL
84 BRIDGE STREET
DEDHAM
MA
United States
Tel:
781-613-2600
E********@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Benz, Eric, Christopher | Individual | – | OWNER AND CHIEF COMPLIANCE OFFICER | 05/2022 | 25-50% |
| RYAN, WILLIAM | Individual | – | OWNER | 05/2022 | 25-50% |
| McDonald, Adam | Individual | – | OWNER | 05/2022 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 6th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| FERRARI N V | COM | 1M | 3K | – |
| ABBOTT LABS | COM | 1M | 14K | – |
| ADOBE INC | COM | 5M | 8K | – |
| AIRBNB INC | NOTE 3/1 | 37K | 40K | – |
| ALPHABET INC | CAP STK CL C | 3M | 14K | – |
| ALPHABET INC | CAP STK CL A | 1M | 6K | – |
| AMAZON COM INC | COM | 4M | 22K | – |
| AMEREN CORP | COM | 1M | 18K | – |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 495K | 9K | – |
| AMPHENOL CORP NEW | CL A | 2M | 31K | – |
| APPLE INC | COM | 8M | 40K | – |
| APPLIED INDL TECHNOLOGIES IN | COM | 374K | 2K | – |
| ARISTA NETWORKS INC | COM | 3M | 8K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2M | 6K | – |
| BILL HOLDINGS INC | NOTE 12/0 | 9K | 10K | – |
| BIOMARIN PHARMACEUTICAL INC | NOTE 0.599% 8/0 | 11K | 11K | – |
| BOOKING HOLDINGS INC | NOTE 0.750% 5/0 | 282K | 134K | – |
| BROADCOM INC | COM | 1M | 930 | – |
| BURLINGTON STORES INC | NOTE 2.250% 4/1 | 156K | 135K | – |
| CAVA GROUP INC | COM | 2M | 25K | – |
| CATERPILLAR INC | COM | 2M | 7K | – |
| CERENCE INC | NOTE 3.000% 6/0 | 18K | 20K | – |
| CHEGG INC | NOTE 0.125% 3/1 | 75K | 81K | – |
| CHEGG INC | NOTE 9/0 | 102K | 129K | – |
| CHEVRON CORP NEW | COM | 654K | 4K | – |
| CHIPOTLE MEXICAN GRILL INC | COM | 2M | 26K | – |
| CONSTELLATION BRANDS INC | CL A | 201K | 782 | – |
| COSTCO WHSL CORP NEW | COM | 6M | 7K | – |
| CROWDSTRIKE HLDGS INC | CL A | 3M | 8K | – |
| CYBERARK SOFTWARE LTD | NOTE 11/1 | 82K | 47K | – |
| DANAHER CORPORATION | COM | 602K | 2K | – |
| DATADOG INC | NOTE 0.125% 6/1 | 155K | 107K | – |
| DAVITA INC | COM | 2M | 16K | – |
| DECKERS OUTDOOR CORP | COM | 290K | 300 | – |
| DEERE & CO | COM | 302K | 809 | – |
| DEXCOM INC | NOTE 0.250%11/1 | 496K | 496K | – |
| DISH NETWORK CORPORATION | NOTE 3.375% 8/1 | 55K | 89K | – |
| DRAFTKINGS INC NEW | COM CL A | 2M | 56K | – |
| DUKE ENERGY CORP NEW | COM NEW | 2M | 19K | – |
| EMBRAER S.A. | SPONSORED ADS | 220K | 9K | – |
| ENPHASE ENERGY INC | NOTE 3/0 | 25K | 30K | – |
| ENTERGY CORP NEW | COM | 1M | 11K | – |
| EURONET WORLDWIDE INC | NOTE 0.750% 3/1 | 58K | 60K | – |
| EVERBRIDGE INC | NOTE 0.125%12/1 | 81K | 82K | – |
| EXPEDIA GROUP INC | NOTE 2/1 | 21K | 23K | – |
| EXXON MOBIL CORP | COM | 241K | 2K | – |
| META PLATFORMS INC | CL A | 4M | 7K | – |
| FIVE9 INC | NOTE 0.500% 6/0 | 13K | 14K | – |
| FORD MTR CO DEL | COM | 336K | 27K | – |
| FORTINET INC | COM | 1M | 17K | – |
| HP INC | COM | 208K | 6K | – |
| HOLOGIC INC | COM | 327K | 4K | – |
| HOME DEPOT INC | COM | 430K | 1K | – |
| HUBSPOT INC | NOTE 0.375% 6/0 | 167K | 80K | – |
| INSMED INC | NOTE 0.750% 6/0 | 284K | 134K | – |
| INSULET CORP | NOTE 0.375% 9/0 | 238K | 217K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 643K | 4K | – |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 287K | 4K | – |
| IQIYI INC | NOTE 2.000% 4/0 | 92K | 116K | – |
| ISHARES SILVER TR | ISHARES | 2M | 59K | – |
| ISHARES TR | SELECT DIVID ETF | 1M | 11K | – |
| ISHARES TR | TIPS BD ETF | 2M | 19K | – |
| ISHARES TR | GLB INFRASTR ETF | 801K | 17K | – |
| ISHARES TR | ISHS 1-5YR INVS | 201K | 4K | – |
| ISHARES TR | U.S. MED DVC ETF | 476K | 9K | – |
| JOHNSON & JOHNSON | COM | 803K | 5K | – |
| LABCORP HOLDINGS INC | COM SHS | 242K | 1K | – |
| ELI LILLY & CO | COM | 10M | 11K | – |
| LOCKHEED MARTIN CORP | COM | 2M | 4K | – |
| LUMENTUM HLDGS INC | NOTE 0.500%12/1 | 16K | 18K | – |
| LYFT INC | NOTE 1.500% 5/1 | 68K | 70K | – |
| MFS MULTIMARKET INCOME TR | SH BEN INT | 58K | 12K | – |
| MCDONALDS CORP | COM | 751K | 3K | – |
| MCKESSON CORP | COM | 2M | 3K | – |
| MICROSOFT CORP | COM | 19M | 42K | – |
| MICROCHIP TECHNOLOGY INC. | NOTE 0.125%11/1 | 54K | 51K | – |
| MIDDLEBY CORP | NOTE 1.000% 9/0 | 80K | 75K | – |
| MONGODB INC | NOTE 0.250% 1/1 | 172K | 130K | – |
| NATIONAL VISION HLDGS INC | NOTE 2.500% 5/1 | 49K | 50K | – |
| NETFLIX INC | COM | 4M | 5K | – |
| NEXTERA ENERGY INC | COM | 1M | 18K | – |
| NISOURCE INC | COM | 1M | 50K | – |
| NORFOLK SOUTHN CORP | COM | 2M | 10K | – |
| NORTHROP GRUMMAN CORP | COM | 851K | 2K | – |
| NOVO-NORDISK A S | ADR | 4M | 28K | – |
| NVIDIA CORPORATION | COM | 10M | 82K | – |
| OCCIDENTAL PETE CORP | COM | 623K | 10K | – |
| OKTA INC | NOTE 0.125% 9/0 | 12K | 13K | – |
| ORACLE CORP | COM | 2M | 12K | – |
| PALO ALTO NETWORKS INC | NOTE 0.375% 6/0 | 559K | 164K | – |
| PALO ALTO NETWORKS INC | COM | 2M | 7K | – |
| PENN ENTERTAINMENT INC | NOTE 2.750% 5/1 | 89K | 81K | – |
| PORTLAND GEN ELEC CO | COM NEW | 1M | 29K | – |
| PROCTER AND GAMBLE CO | COM | 576K | 3K | – |
| PROSHARES TR | PSHS SHORT DOW30 | 495K | 17K | – |
| PROSHARES TR | SHORT S&P 500 NE | 462K | 40K | – |
| PROSHARES TR | SHORT QQQ | 253K | 6K | – |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 1M | 19K | – |
| QUALCOMM INC | COM | 367K | 2K | – |
| RAPID7 INC | NOTE 2.250% 5/0 | 99K | 98K | – |
| RTX CORPORATION | COM | 560K | 6K | – |
| REPLIGEN CORP | NOTE 0.375% 7/1 | 98K | 83K | – |
| SPDR GOLD TR | GOLD SHS | 4M | 18K | – |
| SPDR SER TR | S&P METALS MNG | 645K | 11K | – |
| SAREPTA THERAPEUTICS INC | DBCV 1.500%11/1 | 52K | 24K | – |
| SELECT SECTOR SPDR TR | ENERGY | 298K | 3K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 230K | 1K | – |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 1M | 20K | – |
| SEMPRA | COM | 1M | 17K | – |
| SERVICENOW INC | COM | 438K | 557 | – |
| SHAKE SHACK INC | NOTE 3/0 | 14K | 17K | – |
| SHOPIFY INC | NOTE 0.125%11/0 | 142K | 153K | – |
| SOLAREDGE TECHNOLOGIES INC | NOTE 9/1 | 85K | 93K | – |
| SOUTHWEST AIRLS CO | NOTE 1.250% 5/0 | 202K | 202K | – |
| BLOCK INC | NOTE 5/0 | 57K | 64K | – |
| SUNCOR ENERGY INC NEW | COM | 285K | 7K | – |
| TJX COS INC NEW | COM | 2M | 22K | – |
| TELADOC HEALTH INC | NOTE 1.250% 6/0 | 17K | 21K | – |
| TOYOTA MOTOR CORP | ADS | 413K | 2K | – |
| UBER TECHNOLOGIES INC | NOTE 12/1 | 30K | 28K | – |
| UNITED RENTALS INC | COM | 281K | 434 | – |
| UNITEDHEALTH GROUP INC | COM | 265K | 520 | – |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 1M | 4K | – |
| VERTEX PHARMACEUTICALS INC | COM | 313K | 668 | – |
| VISTRA CORP | COM | 2M | 23K | – |
| WEC ENERGY GROUP INC | COM | 1M | 16K | – |
| WALMART INC | COM | 995K | 15K | – |
| WAYFAIR INC | NOTE 1.000% 8/1 | 12K | 13K | – |
| WAYFAIR INC | NOTE 0.625%10/0 | 246K | 263K | – |
| WISDOMTREE TR | ARTIFICIAL INTEL | 360K | 17K | – |
| ZILLOW GROUP INC | NOTE 2.750% 5/1 | 81K | 80K | – |
| ZSCALER INC | NOTE 0.125% 7/0 | 148K | 110K | – |