COX & Company Investment Advisors, Inc.

Overview

COX & Company Investment Advisors, Inc. is a small, privately owned wealth manager that functions as a capital allocator for both individual/family and institutional clients. The firm provides discretionary portfolio management for individuals and small businesses and also performs manager selection, arranging allocations to outside advisers and fund managers. Compensation is based on a percentage of assets under management. COX & Company does not position itself as an ESG investor and is not registered as a multi-state adviser; it remains an individually owned, established advisory business rather than a newly formed firm.

Assets & Accounts

Public Holdings

Investments & Alternatives