# COX Financial Group, Ltd.

> COX Financial Group, Ltd. is a state-registered investment advisory firm in Schaumburg, IL, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 23, 2025.

- CRD: 123955
- Filed as: COX FINANCIAL GROUP, LTD.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Schaumburg, IL
- Filing period: October 2026
- Form ADV filing dated: September 23, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/123955
- AdvisorCensus page: https://advisorcensus.com/firm/cox-financial-group-ltd-schaumburg-il-123955

## Quick answers

**How is COX Financial Group, Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), COX Financial Group, Ltd. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is COX Financial Group, Ltd. located?**
COX Financial Group, Ltd.'s principal office is in Schaumburg, IL, according to its Form ADV.

**Is COX Financial Group, Ltd. registered with the SEC or a state?**
COX Financial Group, Ltd. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 123955.

**How much does COX Financial Group, Ltd. manage?**
COX Financial Group, Ltd. reports $68,502,562 in regulatory assets under management in its Form ADV filing dated September 23, 2025 (100% discretionary).

**What types of clients does COX Financial Group, Ltd. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19); high net worth individuals (16); other (6).

**Does COX Financial Group, Ltd. 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/123955

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $68,502,562
- Discretionary: $68,502,562
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $4,602,098 |
| High net worth individuals | 16 | $39,661,963 |
| 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) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,202,894 |
| 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 | 6 | $23,035,607 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. COX Financial Group, Ltd. (CRD 123955): Form ADV filing data as of October 2026.