PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Cox Capital Management LLC

● SEC registered since 2014CRD 117593SEC# 801-78915Andover, MA
Export (members)
Reg. AUM
$361M
Employees
4
Accounts
579
Location
Andover, MA

Cox Capital Management LLC assets under management

Cox Capital Management LLC is an investment advisory firm registered with the SEC based in Andover, MA. The firm has been registered since 2014. It reports $361 million in regulatory assets under management and employs 4 people.

Cox Capital Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Ethan Thomas Brown ControlPartner50-75%2020
William John Cox ControlPresident/Member/Cco50-75%2002

Frequently asked questions

How much does Cox Capital Management LLC manage?

Cox Capital Management LLC reports $361 million in regulatory assets under management on its Form ADV.

How many employees does Cox Capital Management LLC have?

Cox Capital Management LLC reports 4 employees.

Where is Cox Capital Management LLC located?

Cox Capital Management LLC is based in Andover, MA and has been SEC-registered since 2014.

Does Cox Capital Management LLC disclose fund performance?

Cox Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10 New England Business Center Drive, Suite #102, Andover, MA 01810
Phone978-475-3325
FaxNONE
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$361M▲ 10%
Mar '25 — $328.7MApr '25 — $328.7MMay '25 — $328.7MJun '25 — $328.7MJul '25 — $328.7MAug '25 — $328.7MSep '25 — $328.7MOct '25 — $328.7MNov '25 — $328.7MDec '25 — $328.7MJan '26 — $328.7MFeb '26 — $361MMar '26 — $361MApr '26 — $361MMay '26 — $361MJun '26 — $361M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$361Mregulatory AUM
Discretionary $361M