Cosey Financial Services, Inc.
● SEC registered since 2021CRD 140175SEC# 801-120768Knoxville, TN
Reg. AUM
$123.7M
Employees
6
Accounts
908
Location
Knoxville, TN
Cosey Financial Services, Inc. assets under management
Cosey Financial Services, Inc. is a registered investment adviser overseen by the SEC based in Knoxville, TN. The firm has been registered since 2021. It reports $123.7 million in regulatory assets under management and employs 6 people.
Cosey Financial Services, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Eugene Cosey Control | President/Chief Compliance Officer | Over 75% | 2006 |
Frequently asked questions
How much does Cosey Financial Services, Inc. manage?
Cosey Financial Services, Inc. reports $123.7 million in regulatory assets under management on its Form ADV.
How many employees does Cosey Financial Services, Inc. have?
Cosey Financial Services, Inc. reports 6 employees.
Where is Cosey Financial Services, Inc. located?
Cosey Financial Services, Inc. is based in Knoxville, TN and has been SEC-registered since 2021.
Does Cosey Financial Services, Inc. disclose fund performance?
Cosey Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 118 Huxley Rd, Suite 5, Knoxville, TN 37922 |
| Phone | 865-470-4244 |
| Fax | 865-470-4237 |
| Office hours | 9:30 a.m. To 4:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$123.7M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$123.7Mregulatory AUM
Discretionary $100MNon-discretionary $23.7M