C
CRD: 162306
COX & Company Investment Advisors, Inc.
Lavernia, TX
2108728436
$19.8M Total AUM
$19.8M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-30-2012
- Office Locations
- 1
Office Locations
-- Lavernia TX
About COX & Company Investment Advisors, Inc.
COX & Company Investment Advisors, Inc. is a Lavernia-based RIA. The firm has been operating for 13 years. Managing $19.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$19.8M AVG AUM / ADVISOR
$550.6K AVG AUM / CLIENT
13.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Glacier crest
Client Personas
Summit Quantum
Investment Vehicles
Alpha wave
Services
Timber vertex
Owner & Executives
G
GAYLE K COX
President
- CRD
- #6061149
- Ownership
- 75% or more
(722) 972-4509
optima.bridge@vectorcapital.com
in linkedin.com/in/wave-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,822,718 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,822,718 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,822,718
Equity - Exchange:
18.4% Corporate - Investment Grade:
29.0% Cash:
34.6% Other:
18.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,153,418,356 | 18.4% |
| Corporate - Investment Grade | $1,817,887,626 | 29.0% |
| Cash | $2,168,927,995 | 34.6% |
| Other | $1,128,344,043 | 18.0% |
| Total | $6,268,578,020 | 100.0% |