Cox Capital Management LLC
Cox Capital Management LLC (CRD# 117593) is a financial advisory firm headquartered in Andover, MA. They manage $155,926,931 in 263 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management156MILLION
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Total Number of Accounts263ACCOUNTS
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Average Account Value$592,878
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other
MA, ME, NH, TX
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.
Roland Jacobson (CRD# 1791374) is an Investment Advisor Representative working at Cox Capital Management LLC in Andover, MA and has over 30 years of experience in the finance industry. Roland Jacobson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Carl Bindman (CRD# 5281726) is an Investment Advisor Representative working at Cox Capital Management LLC in Andover, MA and has over 10 years of experience in the finance industry.
Ethan Brown (CRD# 6202368) 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.