COX Advisors, LLC

Overview

COX Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional investors and combines advisory services with brokerage activities — notably real estate brokerage and insurance distribution — and other financial product sales. Its advisory offering includes financial planning, discretionary portfolio management for individuals and small businesses, and management of pooled investment vehicles; the firm also runs educational seminars and workshops. Fee arrangements are flexible and include asset-based fees, hourly and fixed fees, and performance-based compensation. COX does not identify as an active ESG investor and is not set up as a multi-state or pension consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives