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Cosey Financial Services, Inc.

● SEC registered since 2021CRD 140175SEC# 801-120768Knoxville, TN
Export (members)
Reg. AUM
$119.1M
Employees
6
Accounts
851
Location
Knoxville, TN

Cosey Financial Services, Inc. assets under management

Cosey Financial Services, Inc. is a registered investment adviser overseen by the SEC based in Knoxville, TN. The firm has been registered since 2021. It reports $119.1 million in regulatory assets under management and employs 6 people.
www.coseyfinancial.comView on SEC.gov ↗

Cosey Financial Services, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Anthony Eugene Cosey ControlPresident/Chief Compliance OfficerOver 75%2006

Frequently asked questions

How much does Cosey Financial Services, Inc. manage?

Cosey Financial Services, Inc. reports $119.1 million in regulatory assets under management on its Form ADV.

How many employees does Cosey Financial Services, Inc. have?

Cosey Financial Services, Inc. reports 6 employees.

Where is Cosey Financial Services, Inc. located?

Cosey Financial Services, Inc. is based in Knoxville, TN and has been SEC-registered since 2021.

Does Cosey Financial Services, Inc. disclose fund performance?

Cosey Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address118 Huxley Rd, Suite 5, Knoxville, TN 37922
Phone865-470-4244
Fax865-470-4237
Office hours9:30 a.m. To 4:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$83.3M
Non-discretionary$35.8M
Total (RAUM)$119.1M