COX FINANCIAL GROUP, LTD.

Overview

COX Financial Group, Ltd. is a small, equity-focused registered adviser that manages portfolios for individuals, families and a limited number of institutional clients. The firm charges fees based on a percentage of assets under management and centers its advisory work on portfolio management for individuals and small businesses. Investment activity is concentrated in exchange-traded securities, with a clear tilt toward equities as the primary return engine. The firm is not an active ESG investor and does not operate as a multistate adviser. Operationally, COX Financial Group, Ltd. appears to combine advisory services with professional referrals and deal-sourcing relationships—its reported industry affiliations include accountants, law firms and real estate brokers, and it acts as a sponsor of limited partnerships in addition to providing straightforward portfolio management. That combination suggests the firm can both manage liquid equity exposures and connect clients to private deal opportunities when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices