Adviser Profile

As of Date 05/27/2026
Registration SEC, Approved, 04/24/2026
Other registrations (4)
Former registrations

COX FINANCIAL GROUP INC

ADV Location DUBLIN, OH, United States
Contact Info 614 xxxxxxx
Websites
AUM* 119,548,123
of that, discretionary 108,487,112
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 212,341
% High Net Worth 28.25%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

108M 93M 77M 62M 46M 31M 15M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees