Cox Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Andover, MA. Its latest Form ADV filing, dated February 25, 2026, reports $361M in regulatory assets under management, 4 employees, and 579 accounts.
Assets Under Management
$361M
Employees
4
Offices
--
Total Clients
216
Primary office
ANDOVER, MA
10 NEW ENGLAND BUSINESS CENTER DRIVE, SUITE #102, ANDOVER, MA, United States
Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
108
2
HNWI
43.1%
93
3
Charitable
4.6%
10
4
Corporations
2.3%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$361Mas of February 25, 2026
Discretionary100.0%
$361M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$361M
Total Accounts579
10Y AUM Change+$240M (+197.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee54:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.