RIA Intel›Advisers›Arizona›COX ADVISORS, LLC

COX ADVISORS, LLC

Advisory

GILBERT, AZ

Data as of Aug 18, 2026 · Source: SEC Form ADV

Average account

$187K

across 105 accounts

AUM per adviser

$10M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 18, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients149

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

149 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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