Cox Advisors, LLC

Cox Advisors serves individual and high‑net‑worth clients, providing discretionary asset management, financial planning, qualified plan consulting, and educational seminars and workshops. The firm also advises on private placements and pooled investment vehicles, making such investments available to clients who meet applicable suitability standards.

For managed accounts Cox Advisors implements discretionary portfolios tailored to each client's goals, time horizon and documented risk tolerance, using a mix of fundamental, technical and cyclical analysis and periodic reviews. When advising on private placements the firm conducts detailed due diligence — reviewing offering materials, audits, historical records and manager interviews — and provides ongoing monitoring and annual client meetings for those investments.

What distinguishes the firm from many peers is the managing member’s concurrent roles in related businesses: a licensed insurance producer, real estate broker/agent and private fund manager, with roughly 25% of that person’s time devoted to those activities, and disclosed conflicts of interest tied to sales of insurance and real estate. The firm also manages pooled San Tan private funds that use performance‑based profit‑sharing allocations and sponsors a wrap fee program, features that are uncommon among similarly sized supported firms.