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COSEY FINANCIAL SERVICES, INC.
CRD 140175 · SEC 801-120768
118 HUXLEY RD, SUITE 5, KNOXVILLE, TN, 37922, United States
Phone
865-470-4244
Fax
865-470-4237
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$123.7M
Discretionary AUM
$100.0M
Team
6 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 343 | $46.9M |
| High net worth individuals | 42 | $62.3M |
| Pension/profit sharing plans | 14 | $12.6M |
| Corporations/business entities | 5 | $298K |
States served
GA, LA, NC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD