COSEY FINANCIAL SERVICES, INC.
SEC Form ADV profile.
Total regulatory AUM
$123,677,943
Discretionary
$99,998,317
Non-discretionary
$23,679,626
Firm details
- CRD number
- 140175
- SEC file number
- 801-120768
- Main office
- KNOXVILLE, TN, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTP://WWW.COSEYFINANCIAL.COM/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.