Cox Capital Management LLC

Cox Capital Management LLC (CRD# 117593) is a financial advisory firm headquartered in Andover, MA. They manage $304,315,354 in 514 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    304
    MILLION
  • Total Number of Accounts
    514
    ACCOUNTS
  • Average Account Value
    $592,053
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, MA, ME, NH, NY, TX, WA

Financial Advisors at Cox Capital Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
William J. Cox
CRD#: 1251735
10 New England Business Center Drive, Suite #102, Andover, MA 01832

William Cox (CRD# 1251735) is an Investment Advisor Representative working at Cox Capital Management LLC in Andover, MA and has over 32 years of experience in the finance industry.

 

Cox Capital Management LLC provides institutional quality money management to individuals, families and non-profits.  Our approach is preservation of capital, income and risk-control.  Our flagship product is our CCM Income & Growth portfolio which consists of individual securities and is based on diligent research and in many cases, face to face meetings with company managements.  We also offer a number of other allocation offerings and choices to our clients who may have different risk tolerances, time horizon, etc.

 

 

 

2
Ethan T. Brown
CRD#: 6202368
10 New England Business Center Drive, Suite #102, Andover, MA 01832

Ethan Brown (CRD# 6202368) is an Investment Advisor Representative working at Cox Capital Management LLC in Andover, MA and has over 8 years of experience in the finance industry.

3
Jillian Brooks
CRD#: 7576586
10 New England Business Center Drive, Suite #102, Andover, MA 01832

Jillian Brooks (CRD# 7576586) is an Investment Advisor Representative working at Cox Capital Management LLC in Andover, MA and has 1 year of experience in the finance industry.

4
Harrison Oakes
CRD#: 7345007
10 New England Business Center Drive, Suite #102, Andover, MA 01832

Harrison Oakes (CRD# 7345007) is an Investment Advisor Representative working at Cox Capital Management LLC in Andover, MA and has over 2 years of experience in the finance industry.

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