COX ADVISORS, LLC

Overview

COX Advisors, LLC is an independent registered investment adviser organized as an LLC that serves both individual and institutional clients. The firm combines advisory work—financial planning, portfolio management for individuals/small businesses and for pooled vehicles—with brokerage activities tied to real estate and insurance. Its revenue and engagement model is flexible: fees may be charged as a percentage of assets under management, hourly or fixed fees, and can include performance-based arrangements. COX Advisors is not positioned as a separate capital allocator and does not flag itself as an active ESG investor or a multi-state adviser. The firm also provides educational seminars and workshops, and maintains industry affiliations consistent with its brokerage activities in insurance and real estate. Those business lines appear to sit alongside its advisory practice rather than as separate wealth management boutiques or family office services.

Assets & Accounts

Public Holdings

Investments & Alternatives