Jonathan
Brookes

Hoxton Capital Management

CRD#7293504
Investment Advisor
in Austin, TX

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About this Advisor

Jonathan Brookes is a financial advisor operating out of Austin, Texas with 3 years of relevant experience. Brookes is on the advisory team at Hoxton Capital Management. The advisor has gained experience at Hoxton Capital Management Usa LLC, Station International LTD, Medstar Insurance Brokers LLC and Hoxton Capital Management Fze. Brookes has a Series 65 license, certifying them as an investment advisor representative, and can advise clients in Texas. Hoxton Capital Management is an advisory company operating out of Austin, TX. It has a total of 17 people on staff. It controls $218 million in assets under management among its 585 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 585 client accounts, just 8% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely are based on which services the firm provides the client. Fees billed by Hoxton Capital Management most likely consist of asset-based, commission-based and other fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Commissions, Others

Office Location

501 Congress Ave. Suite 150
Austin, TX 78701

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Hoxton Capital Management Brokerage Details

Total Assets Under Management

$217,901,277

TX Average: $3,042,739,679
Total Number of Employees

17

TX Average: 49
Total Number of Accounts

585

TX Average: 2,315
Average Account Size

$372,481

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jonathan Brookes Work History

Jonathan has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Hoxton Capital Management Usa LLC

2020 - Present (4 years)

Hoxton Capital Management Fze

2020 - Present (4 years)

Station International LTD

2013 - Present (11 years)

Medstar Insurance Brokers LLC

2012 - Present (12 years)

Station International LTD

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jonathan Brookes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hoxton Capital Management

Afzaal Abbas
Austin, TX
Blallahmad Ahmadi
Austin, TX
Paul Molloy
Dubai,
Bradley Hamilton
Austin, TX
Shaun Brookman
Austin, TX
Avi Shah
Dubai,
Jonathan Brookes
Austin, TX
Stuart Nelson
Herfordshire,

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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