COX & COMPANY INVESTMENT ADVISORS, INC.

COX & COMPANY INVESTMENT ADVISORS, INC. is an SEC-registered investment adviser (CRD 162306). Regulatory assets under management: $19.8M.

Registration

• CRD: 162306
• Type: Registered investment adviser
• Phone: 210-872-8436
• Latest filing: 2026-03-31
• Regulatory AUM: $19.8M
• Discretionary AUM: $19.8M
• Clients: 1
• Accounts: 36

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 162306 on SEC IAPD (source of record)
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