Fox Hill Wealth Management
- Regulatory AUM
- $290M
- Discretionary
- $290M
- Clients
- 410
- Avg AUM / client
- $708K
- Accounts
- 1,244
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 326 | $85.0M | 29.3% |
| High net worth individuals | 79 | $203M | 70.0% |
| Corporations and other businesses | 5 | $1.9M | 0.66% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Christopher Benz | Owner And Chief Compliance Officer | May 2022 (4y) | 25% – 50% | |
| Mc Donald, Adam | Owner | May 2022 (4y) | 25% – 50% | |
| William Ryan | Owner | CFP | May 2022 (4y) | 25% – 50% |
| Patricia Bryniarski Welsh | Registered representative | CFP | Dec 2022 (4y) | |
| Michael Doherty Brown | Registered representative | Dec 2022 (4y) | ||
| Ian Sanderson Mc Connell | Registered representative | Aug 2024 (2y) | ||
| Jethro Saah Kollie | Registered representative | Aug 2024 (2y) | ||
| Carolann Doherty Brown | Registered representative | CFP | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 942 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $269M (93% of AUM) Mar 2026
- Truist Financial Corp $21.1M (7% of AUM) Mar 2026
- Altruist Financial $21.1M (7% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗