Cox Capital Management LLC

Cox Capital Management LLC (CRD# 117593) is a financial advisory firm headquartered in Andover, MA. They manage $128,852,081 in 203 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $634,739
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH, TX

Financial Advisors at Cox Capital Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
William J. Cox
CRD#: 1251735
23 Central Street, Andover, MA 01810
100
Wealthminder
score

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
Roland K. Jacobson
CRD#: 1791374
23 Central Street, Andover, MA 01810
96
Wealthminder
score

Roland Jacobson (CRD# 1791374) is an Investment Advisor Representative working at Cox Capital Management LLC in Andover, MA and has over 29 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.

3
Carl B. Bindman
CRD#: 5281726
23 Central Street, Andover, MA 01810
93
Wealthminder
score

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.

4
Ethan T. Brown
CRD#: 6202368
23 Central Street, Andover, MA 01810
87
Wealthminder
score

Ethan Brown (CRD# 6202368) is an Investment Advisor Representative working at Cox Capital Management LLC in Andover, MA and has 1 year of experience in the finance industry.

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