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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-05-2015
- Office Locations
- 1
Office Locations
About COX & Cook Wealth Advisors
Cox & Cook Wealth Advisors is a white-glove, family-practice RIA serving engaged families, professionals, and business owners nationwide, especially clients with complex planning needs. They integrate ongoing wealth management with risk and debt management, income and strategic tax planning, estate/insurance coordination, and philanthropy, using their Anchor Point FORMula and a risk-number platform built on a Nobel Prize-winning framework. Custody is at Charles Schwab.
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
CORY BENTON COOK
Chief Compliance Officer, President
- CRD
- #5410665
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JAMES DANIEL COX
Senior Financial Advisor
- CRD
- #2850338
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,487,112 | $198,694 |
| Non-Discretionary | $11,061,011 | $650,648 |
| Total | $119,548,123 | $212,341 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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