$68.5M Total AUM
$68.5M Disc. AUM
-- 3Y CAGR
0 Employees
42 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-09-1998
- Office Locations
- 1
Office Locations
1051 Perimeter Drive Suite 550 Schaumburg IL
About COX Financial Group, Ltd.
COX Financial Group, Ltd. is a Schaumburg-based RIA. The firm has been operating for 28 years. Managing $68.5M in total assets under management, They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
28.2 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
28yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOHN HERMAN COX
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1944308
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,502,562 | $1,733,230 |
| Non-Discretionary | $0 | $1,020,637 |
| Total | $68,502,562 | $1,387,113 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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