COX CAPITAL MANAGEMENT LLC

10 New England Business Center Drive
Suite #102
Andover, Massachusetts 01832
Tel: 978-475-3325

About COX CAPITAL MANAGEMENT LLC

COX CAPITAL MANAGEMENT LLC, formally registered with the SEC as COX CAPITAL MANAGEMENT LLC. The firm was established in 01/02/2014. They have over 1 offices throughout the country.

COX CAPITAL MANAGEMENT LLC is a Andover, Massachusetts based Financial Planning firm with nearly $304,315,354 assets under management, offering retirement planning & investment advisory services to 514 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117593
SEC#	801-78915
Assets Managed by Firm	$304,315,354
No. of Clients	514
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (PORTFOLIO REVIEW HOURLY CHARGE)

Firm Client Information

	No. of Clients	AUM
Firm Total	514	$304,315,354
Individuals (other than high net worth individuals)	117	$57,129,459
High net worth individuals	67	$220,068,765
Charitable organizations	14	$27,115,182
Corporations or other businesses	1	$1,948

More Retirement Planning firms in Andover, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street Boston, MA, 02210	$3,964,385,404,654	31349	1264
WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
STRATEGIC ADVISERS LLC 155 Seaport Blvd Boston, MA, 02210-2698	$824,740,096,815	1965880	269

Explore More Retirement Advisors in Andover, Massachusetts

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.