← Back to searchVisit website
COX CAPITAL MANAGEMENT LLC
CRD 117593 · SEC 801-78915
10 NEW ENGLAND BUSINESS CENTER DRIVE, SUITE #102, ANDOVER, MA, 01810, United States
Phone
978-475-3325
Fax
NONE
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$361.0M
Discretionary AUM
$361.0M
Team
4 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)PORTFOLIO REVIEW HOURLY CHARGE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $44.1M |
| High net worth individuals | 93 | $291.4M |
| Charitable organizations | 10 | $22.3M |
| Corporations/business entities | 5 | $3.2M |
States served
CA, GA, ME, MA, NY, NC, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD