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Cox Financial Group Inc

● SEC registered since 2026CRD 173691SEC# 801-135926Dublin, OH
Export (members)
Reg. AUM
$119.5M
Employees
4
Accounts
563
Location
Dublin, OH

Cox Financial Group Inc assets under management

Cox Financial Group Inc is a registered investment adviser overseen by the SEC based in Dublin, OH. The firm has been registered since 2026. It reports $119.5 million in regulatory assets under management and employs 4 people.
www.plans2retire.comView on SEC.gov ↗

Cox Financial Group Inc owners & executives

1 reported
NameTitleOwnershipSince
Cory Benton Cook ControlPresident & CcoOver 75%2024

Frequently asked questions

How much does Cox Financial Group Inc manage?

Cox Financial Group Inc reports $119.5 million in regulatory assets under management on its Form ADV.

How many employees does Cox Financial Group Inc have?

Cox Financial Group Inc reports 4 employees.

Where is Cox Financial Group Inc located?

Cox Financial Group Inc is based in Dublin, OH and has been SEC-registered since 2026.

Does Cox Financial Group Inc disclose fund performance?

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

Contact & registration

Address53 North High Street, Suite A1, Dublin, OH 43017
Phone614-764-2366
Fax614-764-2544
Office hours8:30 a.m. - 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$108.5M
Non-discretionary$11.1M
Total (RAUM)$119.5M