Owner · Fox Hill Wealth Management
Adam McDonald
CRD 7558095 · Named on Form ADV at one SEC-registered adviser
At a glance
Fox Hill Wealth Management, an SEC-registered wealth manager based in Dedham, MA with $290 million in regulatory assets, lists Adam McDonald on its Form ADV as Owner, a control person.
Firms and roles
- Fox Hill Wealth ManagementOwnerWealth manager · Dedham, MA · $290M in regulatory assets
AtlasMembers
Adam’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Eric C. BenzOwner and Chief Compliance Officer, Fox Hill Wealth Management
- William RyanOwner, Fox Hill Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.