Cox Financial Group Inc
● SEC registered since 2026CRD 173691SEC# 801-135926Dublin, OH
Reg. AUM
$119.5M
Employees
4
Accounts
563
Location
Dublin, OH
Cox Financial Group Inc assets under management
Cox Financial Group Inc is a registered investment adviser overseen by the SEC based in Dublin, OH. The firm has been registered since 2026. It reports $119.5 million in regulatory assets under management and employs 4 people.
Cox Financial Group Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cory Benton Cook Control | President & Cco | Over 75% | 2024 |
Frequently asked questions
How much does Cox Financial Group Inc manage?
Cox Financial Group Inc reports $119.5 million in regulatory assets under management on its Form ADV.
How many employees does Cox Financial Group Inc have?
Cox Financial Group Inc reports 4 employees.
Where is Cox Financial Group Inc located?
Cox Financial Group Inc is based in Dublin, OH and has been SEC-registered since 2026.
Does Cox Financial Group Inc disclose fund performance?
Cox Financial Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 53 North High Street, Suite A1, Dublin, OH 43017 |
| Phone | 614-764-2366 |
| Fax | 614-764-2544 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$119.5MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$119.5Mregulatory AUM
Discretionary $108.5MNon-discretionary $11.1M