Cox Capital Management LLC

Cox Capital Management LLC serves individual and high-net-worth clients, as well as trusts, estates and charitable organizations, providing discretionary portfolio management, financial planning, and consulting services. The firm also offers insurance reviews through a third‑party platform and advises on assets held outside the primary custodian, such as annuities, variable life policies, and employer retirement plans.

The firm implements investment advice on a discretionary basis and combines multiple analysis methods — fundamental analysis, technical/cyclical/charting techniques and a proprietary quantitative optimization model — with a generally long‑term holding orientation. Portfolios commonly include institutional mutual fund share classes, ETFs and, for qualifying clients, non‑ liquid alternative investments or private fund interests, with attention to legacy positions and tax and estate considerations in planning work.

Noteworthy aspects disclosed in the brochure include a compact, four‑advisor team managing all assets on a discretionary basis (no non‑discretionary AUM reported) and the firm’s participation in a custodial institutional program that provides platform and research benefits. The firm documents procedures for trade aggregation, error handling and proxy voting, uses standing letters of authorization in some client relationships (creating custodial safeguards), and discloses use of an insurance platform and referral arrangements with independent promotors under Rule 206(4)-3.