Cox Advisors, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 174431
· Gilbert, AZ
· WWW.LINKEDIN.COM
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ADV data as of Mar 17, 2026
- Regulatory AUM
- $19.6M
- Discretionary
- $19.6M
- Clients
- 149
- Avg AUM / client
- $132K
- Accounts
- 105
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 83 | $16.0M | 81.4% |
| High net worth individuals | 13 | $3.3M | 17.0% |
| Pooled investment vehicles (non-investment companies) | 53 | $300K | 1.53% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Anthony Cox | Registered representative | Feb 2015 (12y) | ||
| Jennifer Lynn Lamb | Registered representative | Sep 2017 (9y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.57 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Educational seminars/workshops
Custody
Reported custodians
- Truist Financial Corp $18.0M (92% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗