Cox Wealth Management, LLC

Cox Wealth Management, LLC (CRD# 118181) is a financial advisory firm headquartered in Chattanooga, TN. They manage $47,292,172 in 142 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    142
    ACCOUNTS
  • Average Account Value
    $333,043
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

GA, TN

Financial Advisors at Cox Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Charles W. Cordle
CRD#: 4586394
6031 Shallowford Road, Suite 109, Chattanooga, TN 37421
93
Wealthminder
score

Charles Cordle (CRD# 4586394) is an Investment Advisor Representative working at Cox Wealth Management, LLC in Chattanooga, TN and has over 7 years of experience in the finance industry.

2
Nathan G. Strait
CRD#: 6267312
6031 Shallowford Road, Suite 109, Chattanooga, TN 37421
89
Wealthminder
score

Nathan Strait (CRD# 6267312) is an Investment Advisor Representative working at Cox Wealth Management, LLC in Chattanooga, TN and has over 2 years of experience in the finance industry.

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