COX FINANCIAL GROUP INC

COX FINANCIAL GROUP INC of DUBLIN, OH is an SEC-registered investment adviser (CRD 173691). Regulatory assets under management: $119.5M.

Registration

• CRD: 173691
• SEC file number: 801-135926
• Type: Registered investment adviser
• Location: 53 NORTH HIGH STREET, SUITE A1, DUBLIN, OH, 43017
• Phone: 614-764-2366
• Latest filing: 2026-05-27
• Regulatory AUM: $119.5M
• Discretionary AUM: $108.5M
• Non-discretionary AUM: $11.1M
• Clients: 4
• Accounts: 563

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 173691 on SEC IAPD (source of record)
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