Cox Capital Management LLC
Cox Capital Management LLC (CRD# 117593) is a financial advisory firm headquartered in Andover, MA. They manage $304,315,354 in 514 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management304MILLION
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Total Number of Accounts514ACCOUNTS
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Average Account Value$592,053
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CT, FL, MA, ME, NH, NY, TX, WA
William Cox (CRD# 1251735) is an Investment Advisor Representative working at Cox Capital Management LLC in Andover, MA and has over 32 years of experience in the finance industry.
Cox Capital Management LLC provides institutional quality money management to individuals, families and non-profits. Our approach is preservation of capital, income and risk-control. Our flagship product is our CCM Income & Growth portfolio which consists of individual securities and is based on diligent research and in many cases, face to face meetings with company managements. We also offer a number of other allocation offerings and choices to our clients who may have different risk tolerances, time horizon, etc.
Ethan Brown (CRD# 6202368) is an Investment Advisor Representative working at Cox Capital Management LLC in Andover, MA and has over 8 years of experience in the finance industry.
Jillian Brooks (CRD# 7576586) is an Investment Advisor Representative working at Cox Capital Management LLC in Andover, MA and has 1 year of experience in the finance industry.
Harrison Oakes (CRD# 7345007) is an Investment Advisor Representative working at Cox Capital Management LLC in Andover, MA and has over 3 years of experience in the finance industry.