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| Cox Capital Management LLC
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|---|---|
| CRD # | 117593 |
| SEC # | 801-78915 |
| CIK # | 0001748728 |
| AUM | $361.0 M (2026-02-25) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 978-475-3325 |
| Address | 10 New England Business Center Drive Andover, MA 01810 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 13.1 | ||
| ASML Holding NV | 10.1 | ||
| Microsoft Corp | 8.4 | ||
| Amazon Com Inc | 7.7 | ||
| Advanced Micro Devices Inc | 7.5 | ||
| Lilly Eli & Co | 6.1 | ||
| Amphenol Corp /DE/ | 6.0 | ||
| Apple Inc | 6.0 | ||
| Nvidia Corp | 5.5 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 44.1 |
| (b) Individuals (high net worth individuals) | 93 | 291.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 22.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 579 | 361.0 |
| By Discretionary | ||
| Discretionary | 579 | 361.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 579 | 361.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 358.5 | |
| Total | 579 | 361.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001748728] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Motive Wealth Advisors LLC
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|
MI | 0.4 |
|
Income Focus Portfolio Management LLC
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|
WY | 0.4 |
|
Dynamic Market Advantage LLC
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KY | 0.4 |
|
Transcendent Capital Group LLC
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OK | 0.4 |
|
Cordis Financial LLC
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|
MN | 0.4 |
|
Goldman Lancaster Inc
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|
CA | 0.4 |
|
Jessup Wealth Management Inc
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|
OH | 0.4 |
|
U S Boston Capital Corporation
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|
MA | 0.4 |
|
BCO Wealth Management LLC
✚
|
NM | 0.4 |
|
The David J Yvars Group Inc
✚
|
0.4 |