Overview
Assets Under Management: $329 million
Headquarters: ANDOVER, MA
High-Net-Worth Clients: 68
Average Client Assets: $3 million
Frequently Asked Questions
COX CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117593), COX CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
COX CAPITAL MANAGEMENT LLC is headquartered in ANDOVER, MA.
COX CAPITAL MANAGEMENT LLC serves 68 high-net-worth clients according to their SEC filing dated December 08, 2025. View client details ↓
According to their SEC Form ADV, COX CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
COX CAPITAL MANAGEMENT LLC manages $329 million in client assets according to their SEC filing dated December 08, 2025.
According to their SEC Form ADV, COX CAPITAL MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.95
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 542
Discretionary Accounts: 542
Regulatory Filings
CRD Number: 117593
Filing ID: 2032232
Last Filing Date: 2025-12-08 10:57:31
Website: 0