$123.7M Total AUM
$100.0M Disc. AUM
-- 3Y CAGR
6 Employees
404 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Atlas
- Established Date
- 04-13-2006
- Office Locations
- 3
Office Locations
118 Huxley RD Suite 5 Knoxville TN
1705 19th AVE South Nashville TN
-- Hendersonville TN
About Cosey Financial Services, Inc.
Cosey Financial Services, Inc. is a Knoxville, TN-based advisory firm providing strategic financial planning, retirement planning, portfolio management, and insurance/risk management, with additional tax and estate planning support. The practice works with a broad range of clients across retail and institutional channels and emphasizes goal-based planning with ongoing plan tracking. Custody includes Charles Schwab.
Team overview
60 AVG AGE
$41.2M AVG AUM / ADVISOR
$306.1K AVG AUM / CLIENT
12.6 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Radial zenith Crest unison Ridge ember Zenith element Zenith Foundation Atlas peak Frontier vector
Client Personas
Frontier Wave oak Prime crest
Custodian
Momentum optima Optima beacon
Investment Themes
Foundation Beacon prime Matrix Wave optima Signal radial
Investment Vehicles
Alpha Glacier fusion
Services
Legacy Harbor Element focus Fusion focus Meridian oak Vital summit Signal Vertex Zenith wave
Technology
Vertex
Owner & Executives
A
ANTHONY EUGENE COSEY
Chief Compliance Officer, President
- CRD
- #4032305
- Ownership
- 75% or more
(435) 852-6784
atlas.capital@wavecapital.com
in linkedin.com/in/signal-signal
Showing 1 of 1 owners & executives
Unlock allContacts
D
DONALD ROBERT GREENE
Owner
- CRD
- #228889
(794) 893-4875
ember.radial@signalcapital.com
in linkedin.com/in/eagle-alpha
R
RANDY LYNN PUCKETT
--
- CRD
- #4973225
(691) 206-1972
optima.crest@meridiancapital.com
in linkedin.com/in/prime-wave
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,998,317 | $121,210 |
| Non-Discretionary | $23,679,626 | $285,297 |
| Total | $123,677,943 | $136,209 |
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Separately Managed Accounts
Total SMA Asset: $123,677,943
Public Funds:
16.5% Equity - Exchange:
15.8% Equity - OTC:
19.1% Cash:
16.1% Municipal Bonds:
19.1% Corporate - Investment Grade:
13.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,216,219,851 | 16.5% |
| Equity - Exchange | $1,164,622,645 | 15.8% |
| Equity - OTC | $1,407,866,615 | 19.1% |
| Cash | $1,186,735,733 | 16.1% |
| Municipal Bonds | $1,407,866,615 | 19.1% |
| Corporate - Investment Grade | $987,717,940 | 13.4% |
| Total | $7,371,029,399 | 100.0% |