About Our Firm

Loxahatchee Capital is
a wealth advisory firm that serves the unique needs of families with significant resources.

With deep experience navigating the complexities of substantial wealth, Loxahatchee Capital provides strategic guidance that preserves and grows family legacies across generations.

Institutional Insights.
Independent Perspective.

With decades of experience at the world’s largest financial institutions, our firm brings a high level of sophistication and disciplined investment practices to every client relationship.

As an independent firm, Loxahatchee Capital pairs this institutional insight with the freedom to deliver objective guidance. Assets are safeguarded with the most respected custodial partners while the firm sources best-in-class solutions from a broad and competitive network, ensuring every decision serves the long-term interests of our clients.

A consistent force,
driving lasting outcomes

Loxahatchee Capital operates with quiet precision, serving as a dedicated partner behind the scenes to support and strengthen our clients’ financial lives. We work proactively, thinking several steps ahead to anticipate challenges and uncover opportunities before they arise. This thoughtful and seamless approach alleviates the daily complexities that accompany significant wealth, allowing clients to remain focused on their families, businesses, and lasting legacies.

Recognition

Our team has been recognized as a top wealth advisor by Forbes and Barron’s.

Barron's

Top 1,200 Financial Advisors

2021, 2022, 2023, 2024

The Barron’s rating is awarded annually in March based on information from the prior year Q3.

Forbes

Best-In-State Wealth Advisors (Florida)

2019, 2020, 2021, 2022, 2023, 2024

The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12-month period ending in June of the prior year

The Barron’s Top 1,200 Financial Advisors rating is awarded in March of the year the recognition is announced. The ranking is based on information from the third quarter of the prior year.

 

The Forbes rankings are compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, compliance records, and assets under management, to rank advisors. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither the advisor nor their firm has paid a fee to Forbes or SHOOK Research in exchange for the ranking, but may have paid for marketing materials or promotional use of the ranking. For more information, please see www.shookresearch.com.