COX CAPITAL MANAGEMENT LLC

Overview

COX Capital Management LLC is an independent registered investment advisor that focuses on discretionary portfolio management and financial planning for both high-net-worth individuals/families and institutional clients. The firm’s portfolio posture leans heavily toward exchange-traded equities and ETFs as the primary building blocks, while allocating portioned exposure to third‑party alternative managers across private equity, venture capital, hedge funds, real estate and liquid alternatives. COX Capital uses a mix of model-driven equity positions and external alternative fund relationships rather than operating as an internal capital allocator. Fee arrangements include a percentage of assets under management plus the option for hourly engagements. Investment activity shows a bias toward liquid, publicly traded equities for core exposure — the firm’s single largest asset class on the books — supplemented by mutual funds and corporate debt for income and tactical diversification. For clients seeking less correlated returns, COX Capital routes select mandates into external private-market and hedge fund managers rather than direct proprietary private deals.

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Location & Offices