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Cox Capital Management LLC

EST. AUM
$360,953,558

CONTACTS

CLIENT ACCOUNTS
579

Firm Details

Metro area Boston
CRD Number 117593
Website coxcapitalmanagement.com
Client types

Overview

Cox Capital Management LLC is an SEC-registered investment advisor founded in 1997 and headquartered in Andover, Massachusetts, providing financial planning, asset management, and wealth advisory services to high-net-worth individuals and nonprofits. The firm leverages digital tools alongside expert personalized advice and maintains a research-focused investment culture supported by an investment committee that includes an academic finance specialist and a former portfolio manager who was a founding member of a firm managing Harvard University's endowment. Cox Capital's team holds CFA®, CFP®, and MBA credentials across its advisory and research staff.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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