Overview
Assets Under Management: $120 million
Headquarters: DUBLIN, OH
High-Net-Worth Clients: 63
Average Client Assets: $1.3 million
Frequently Asked Questions
COX & COOK WEALTH ADVISORS 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 #173691), COX & COOK WEALTH ADVISORS is subject to fiduciary duty under federal law.
COX & COOK WEALTH ADVISORS is headquartered in DUBLIN, OH.
COX & COOK WEALTH ADVISORS serves 63 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, COX & COOK WEALTH ADVISORS offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
COX & COOK WEALTH ADVISORS manages $120 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, COX & COOK WEALTH ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.75%
Average Client Assets: $1.3 million
Total Client Accounts: 563
Discretionary Accounts: 546
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 173691
Filing ID: 2076957
Last Filing Date: 2026-03-23 10:06:13