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| Happy Holidays!! thanks for using AUM13F!! |
| Cosey Financial Services Inc
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| CRD # | 140175 |
| SEC # | 801-120768 |
| CIK # | |
| AUM | $119.1 M (2025-03-03) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 865-470-4244 |
| Address | 118 Huxley Rd Knoxville, TN 37922 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 330 | 56.1 |
| (b) Individuals (high net worth individuals) | 36 | 45.1 |
| (c) Banking or thrift institutions | 0 | 1.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 16.4 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 851 | 119.1 |
| By Discretionary | ||
| Discretionary | 779 | 83.3 |
| Non-Discretionary | 72 | 35.8 |
| Total | 851 | 119.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.1 | |
| Total | 851 | 119.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sklar Capital Advisors LLC
✚
|
NM | 0.1 |
|
HDA Wealth Management LLC
✚
|
OH | 0.1 |
|
LaSalle Investment Advisors Inc
✚
|
WI | 0.1 |
|
MWM Wealth Advisory LLC
✚
|
MN | 0.1 |
|
BGV Financial Advisors USA LLC
✚
|
FL | 0.1 |
|
Wise Wealth Management LLC
✚
|
NY | 0.1 |
|
Lone Peak Advisers LLC
✚
|
UT | 0.1 |
|
Claremont Financial Group Inc
✚
|
CA | 0.1 |
|
Private Financial Management LLC
✚
|
0.1 | |
|
Knox Avenue Financial Corp
✚
|
MN | 0.1 |