← Back to searchVisit website
COX ADVISORS, LLC
CRD 174431
1245 N. HOBSON ST, GILBERT, AZ, 85225, United States
Phone
480-264-5170
Fax
480-529-9123
Registration
— (—)
Source
State registered
Total AUM
$19.6M
Discretionary AUM
$19.6M
Team
2 total employees; 2 advisory reps; 96 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $16.0M |
| High net worth individuals | 13 | $3.3M |
| Pooled investment vehicles | 53 | $300K |
All web addresses on file
Official SEC filing: View on IAPD