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COX & COOK WEALTH ADVISORS
COX FINANCIAL GROUP INC
CRD 173691 · SEC 801-135926
53 NORTH HIGH STREET, SUITE A1, DUBLIN, OH, 43017, United States
Phone
614-764-2366
Fax
614-764-2544
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$119.5M
Discretionary AUM
$108.5M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 160 | $38.5M |
| High net worth individuals | 63 | $81.0M |
States served
OH, FL
All web addresses on file
Official SEC filing: View on IAPD