COX FINANCIAL GROUP INC
Doing business as COX & COOK WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$119,548,123
Discretionary
$108,487,112
Non-discretionary
$11,061,011
Firm details
- CRD number
- 173691
- SEC file number
- 801-135926
- Main office
- DUBLIN, OH, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.PLANS2RETIRE.COM
- Fee structure
-
Percentage of AUM
As of October 2026.