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COX Capital Management LLC

COX Capital Management LLC. CRD 117593

COX Capital Management LLC logo

CRD: 117593

COX Capital Management LLC

Andover, MA, 01810
9784753325
www.coxcapitalmanagement.com
$361.0M Total AUM
$361.0M Disc. AUM
7.6% 3Y CAGR
4 Employees
217 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
03-22-2005
Office Locations
1

Office Locations

10 NEW England Business Center Drive Suite #102 Andover MA

About COX Capital Management LLC

Cox Capital Management (Andover, MA) provides personalized financial planning and discretionary asset management, including risk management plus tax/estate and generational planning. Portfolios emphasize long-term themes such as AI, infrastructure, onshoring, energy transition, and digital transformation, supported by scenario analysis. Serves retail and institutional clients; custody through Fidelity/NFS.

Team overview

41 AVG AGE
$90.2M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
9.8 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
21yrs Firm Age

Insights

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Accredited Investors

Unison legacy Beacon

Asset Classes

Frontier value Wave ridge Value peak Vector Eagle signal Unison bridge Peak radial

Investment Themes

Foundation Matrix Zenith

Investment Vehicles

Signal

Platform

Pathway

Services

Horizon Wave Harbor pathway Pathway capital Zenith Vertex matrix Harbor Element wave Element

Owner & Executives

ETHAN THOMAS BROWN

ETHAN THOMAS BROWN

Director, PARTNER

CRD
#6202368
Ownership
50% but less than 75%
(561) 606-3611
insight.vector@valuecapital.com
in linkedin.com/in/pathway-ember
WILLIAM JOHN COX

WILLIAM JOHN COX

Chief Compliance Officer, Partner, President

CRD
#1251735
Ownership
50% but less than 75%
(359) 928-2527
foundation.bridge@quantumcapital.com
in linkedin.com/in/wave-quantum

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Contacts

Jillian Brooks

Jillian Brooks

Investment Advisor

CRD
#7576586
(266) 433-6353
vital.pioneer@embercapital.com
in linkedin.com/in/pathway-vector
Harrison Oakes

Harrison Oakes

Investment Advisor

CRD
#7345007
(302) 212-2113
horizon.optima@matrixcapital.com
in linkedin.com/in/optima-fusion

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-30-2022
06-08-2023
04-30-2024
12-08-2025
02-25-2026
Category Assets AVG. Account size
Discretionary $360,953,558 $623,409
Non-Discretionary $0 --
Total $360,953,558 $623,409

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Separately Managed Accounts

Total SMA Asset: $360,953,558

$361.0M Total SMA
Equity - Exchange:
10.0%
Public Funds:
14.9%
Cash:
12.9%
U.S. Government/Agency:
16.1%
Other:
15.0%
Corporate - Investment Grade:
4.7%
Municipal Bonds:
15.9%
Other:
10.5%
Asset class Assets Assets %
Equity - Exchange $389,413,822 10.0%
Public Funds $580,226,595 14.9%
Cash $502,343,830 12.9%
U.S. Government/Agency $626,956,253 16.1%
Other $584,120,733 15.0%
Corporate - Investment Grade $183,024,496 4.7%
Municipal Bonds $619,167,977 15.9%
Other $408,884,514 10.5%
Total $3,894,138,220 100.0%

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