Cox Capital Management Llc (Andover)
Cox Capital Management Llc Is a Large Advisory Firm Based in Andover. It Manages $159.01 Million of Regulatory Assets for 283 Client Accounts. It Has Been...
Cox Capital Management LLC is a large advisory firm based in Andover. It manages $159.01 million of regulatory assets for 283 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Maine, Massachusetts, New Hampshire, and Texas.
Cox Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, educational seminars and workshops, and portfolio review hourly charge. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
Cox Capital Management: assets under management
The assets under management (AUM) of Cox Capital Management LLC is $159.01 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 416% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $159.01 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $561.87 thousand each.
Investments
The firm invests in non-exchange traded securities the most. They account for 68% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 14% of the firm’s portfolio. Investments in cash and cash equivalents form 11% of the total invested assets.
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