Investment adviser · CRD 155623

BOX FINANCIAL ADVISORS, LLC

Investment adviser filing (IA)

GRAPEVINE, TX, United States · Form ADV filed Sep 4, 2026

Regulatory AUM: $96.9M
Client accounts: 932
Employees: 4
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	108	$70,978,657	73.2%
Individuals	124	$20,178,329	20.8%
Corporations & businesses	Fewer than 5	$5,755,271	5.9%

Filing source

Form ADV 2131148 · Sep 4, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BFA SPV - CONCRETE PARTNERS A SERIES OF AQUA PLATFORM MASTER LLCVenture Capital Fund · Last reported Sep 4, 2026$1.35MGross asset value

Form D fundraising filings

BFA SPV - Concrete Partners a Series of Aqua Platform Master LLC

Fund administrator SYDECAR LLC CLAYMONT, Delaware, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor SPICER JEFFRIES LLP DENVER, Colorado, United States

Custodian GRASSHOPPER BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

SPICER JEFFRIES LLP
PCAOB 349

Fund details & source

Fund ID: 805-7079685327
Reported beneficial owners: 34
Minimum commitment: $0
Form D file number: 021-521530

Form ADV 2131148 · Sep 4, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 4, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Educational seminars

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

1600 W NORTHWEST HWY, SUITE 300
GRAPEVINE, TX, 76051, United States

CRD 155623

Filing source

Form ADV 2131148 · Sep 4, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.