RIA Intel›Advisers›California›THE ROXBOROUGH GROUP, LLC

THE ROXBOROUGH GROUP, LLC

Advisory

N·SAN FRANCISCO, CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$636M
1-Year AUM Growth
-8.7%
3-Year CAGR
+23.1%
Employees
12
Assets Under Management
Total AUM$636M
Discretionary AUM$636M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees12
Investment Advisers15
Employee Growth (1Y)-10.0%
Filing History
Total Filings on Record9
First FilingDec 3, 2020
Latest FilingMar 26, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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