# COX Advisors, LLC

> COX Advisors, LLC is a state-registered investment advisory firm in Gilbert, AZ, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.

- CRD: 174431
- Filed as: COX ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Gilbert, AZ
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/174431
- AdvisorCensus page: https://advisorcensus.com/firm/cox-advisors-llc-gilbert-az-174431

## Quick answers

**How is COX Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), COX Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is COX Advisors, LLC located?**
COX Advisors, LLC's principal office is in Gilbert, AZ, according to its Form ADV.

**Is COX Advisors, LLC registered with the SEC or a state?**
COX Advisors, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 174431.

**How much does COX Advisors, LLC manage?**
COX Advisors, LLC reports $19,647,818 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (100% discretionary).

**What types of clients does COX Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (83); pooled investment vehicles (other than investment companies and business development companies) (53); high net worth individuals (13).

**Does COX Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/174431

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $19,647,818
- Discretionary: $19,647,818
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 83 | $16,000,000 |
| High net worth individuals | 13 | $3,347,818 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 53 | $300,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- coxadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. COX Advisors, LLC (CRD 174431): Form ADV filing data as of October 2026.