KNOXVILLE, TNCRD 140175Latest ADV February 25, 2026
Cosey Financial Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Knoxville, TN. Its latest Form ADV filing, dated February 25, 2026, reports $124M in regulatory assets under management, 6 employees, 2 offices, and 908 accounts.
Assets Under Management
$124M
Employees
6
Offices
2 offices
Total Clients
404
Primary office
KNOXVILLE, TN
118 HUXLEY RD, SUITE 5, KNOXVILLE, TN, United States
Top client segmentIndividuals represent 84.9% of total clients.
Top client categories% of clientsClients
1
Individuals
84.9%
343
2
HNWI
10.4%
42
3
Pension Plans
3.5%
14
4
Corporations
1.2%
5
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$124Mas of February 25, 2026
Discretionary80.9%
$100M
81% of total RAUM80.9%
Non-discretionary19.1%
$24M
19% of total RAUM19.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$124M
Total Accounts908
10Y AUM Change+$16M (+15.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee67:1
10Y Employee Change+1 (+20.0%)
* 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.