|
⚲
|
| Cosey Financial Services Inc
✚
|
|
|---|---|
| CRD # | 140175 |
| SEC # | 801-120768 |
| CIK # | |
| AUM | $123.7 M (2026-02-25) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 865-470-4244 |
| Address | 118 Huxley Rd Knoxville, TN 37922 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 343 | 46.9 |
| (b) Individuals (high net worth individuals) | 42 | 62.3 |
| (c) Banking or thrift institutions | 0 | 1.2 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 12.6 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 908 | 123.7 |
| By Discretionary | ||
| Discretionary | 825 | 100.0 |
| Non-Discretionary | 83 | 23.7 |
| Total | 908 | 123.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.7 | |
| Total | 908 | 123.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Titan Investment Management LLC
✚
|
IN | 0.1 |
|
Midwest Financial Associates Inc
✚
|
IL | 0.1 |
|
Agilis Investment Management LLC
✚
|
CT | 0.1 |
|
TQM Wealth Partners LLC
✚
|
MA | 0.1 |
|
Greenleaf Financial Network LLC
✚
|
0.1 | |
|
Fitzwilliams Wealth Management Inc
✚
|
VA | 0.1 |
|
Daly Investment Management LLC
✚
|
IL | 0.1 |
|
Ideal Retirement Solutions LLC
✚
|
FL | 0.1 |
|
Zuckerman Capital Management LLC
✚
|
CA | 0.1 |
|
Gallagher Wealth Management Inc
✚
|
CA | 0.1 |