CRD: 174431

COX Advisors, LLC

Gilbert, AZ, 85225

(480) 264-5170

$19.6M Total AUM

$19.6M Disc. AUM

-- 3Y CAGR

2 Employees

245 ADV. Clients

11 yrs Firm Age

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Firm Details

Custodian: Altruist · Truist Bank
Clients: Retail and Institutional
Platforms: --
Established Date: 02-04-2015
Office Locations: 2

Office Locations

1245 N. Hobson ST Gilbert AZ

1820 E. RAY Rd. Chandler AZ

About COX Advisors, LLC

COX Advisors, LLC is a Gilbert-based RIA with 2 offices. The firm has been operating for 11 years. Managing $19.6M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Truist Bank.

Team overview

-- AVG AGE

$9.8M AVG AUM / ADVISOR

$80.2K AVG AUM / CLIENT

10.2 yrs AVG TENURE

2 Employees

2 Advisory Reps

2 RIA Reps

11yrs Firm Age

Insights

Available

Accredited Investors

Available

Asset Classes

Available

Client Personas

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

PAUL ANTHONY COX

Chief Compliance Officer, Managing Member, President

CRD: #6164388
Ownership: 75% or more

Available

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Contacts

Jennifer Lynn Lamb

Senior Consultant

CRD: #6728867

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Assets Under Management

Total AUM

Discretionary

Non-Discretionary

No AUM history available

Category	Assets	AVG. Account size
Discretionary	$19,647,818	--
Non-Discretionary	$0	--
Total	$19,647,818	--

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Separately Managed Accounts

Total SMA Asset: Available

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Equity - Exchange:

Available

Private Funds:

Available

Cash:

Available

Asset class	Assets	Assets %
Equity - Exchange	Available	Available
Private Funds	Available	Available
Cash	Available	Available
Total	Available	Available

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COX Advisors, LLC

Firm Details

Office Locations

About COX Advisors, LLC

Team overview

Insights

Accredited Investors

Asset Classes

Client Personas

Investment Themes

Investment Vehicles

Services

Owner & Executives

Contacts

Assets Under Management

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Separately Managed Accounts

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