COX FINANCIAL GROUP, LTD.

COX FINANCIAL GROUP, LTD. of SCHAUMBURG, IL is an SEC-registered investment adviser (CRD 123955). Regulatory assets under management: $68.5M.

Registration

• CRD: 123955
• SEC file number: 801-62084
• Type: Registered investment adviser
• Location: 1051 PERIMETER DRIVE, SCHAUMBURG, IL, 60173-5807
• Phone: 847-240-0022
• Latest filing: 2025-09-23
• Regulatory AUM: $68.5M
• Discretionary AUM: $68.5M
• Accounts: 72

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 123955 on SEC IAPD (source of record)
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