COX CAPITAL MANAGEMENT LLC
CRD #117593 SEC #801-78915 ANDOVER, MA 978-475-3325
SEC Registered
Total AUM
$328.7M
Discretionary
$328.7M
Employees
5
Clients
26
Accounts
542
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $328.7M | $328.7M | $0 | 5 | 0 |
| Mar 2025 | $328.7M | $328.7M | $0 | 5 | 0 |
| Apr 2024 | $304.3M | $304.3M | $0 | 4 | 0 |
| Feb 2024 | $304.3M | $304.3M | $0 | 4 | 0 |
| Jun 2023 | $272.8M | $272.8M | $0 | 5 | 0 |
| Feb 2023 | $272.8M | $272.8M | $0 | 5 | 0 |
| Nov 2022 | $286M | $286M | $0 | 3 | 0 |
| Nov 2022 | $286M | $286M | $0 | 3 | 0 |
| Jun 2022 | $286M | $286M | $0 | 3 | 0 |
| Feb 2022 | $286M | $286M | $0 | 3 | 0 |
| May 2021 | $234.5M | $234.5M | $0 | 5 | 0 |
| Mar 2021 | $234.5M | $234.5M | $0 | 5 | 0 |
| Oct 2020 | $205.3M | $205.3M | $0 | 4 | 0 |
| Jun 2020 | $205.3M | $205.3M | $0 | 4 | 0 |
| May 2020 | $205.3M | $205.3M | $0 | 4 | 0 |
| Mar 2020 | $205.3M | $205.3M | $0 | 4 | 0 |
| May 2019 | $159M | $159M | $0 | 4 | 0 |
| Mar 2019 | $159M | $159M | $0 | 4 | 0 |
| Feb 2019 | $159M | $159M | $0 | 4 | 0 |
| Feb 2018 | $155.9M | $155.9M | $0 | 3 | 0 |
| Sep 2017 | $121.1M | $121.1M | $0 | 3 | 100 |
| Feb 2017 | $121.1M | $121.1M | $0 | 3 | 100 |
| Feb 2016 | $128.9M | $128.9M | $0 | 3 | 100 |
| Jan 2015 | $123.4M | $123.4M | $0 | 2 | 26 |
| Jan 2014 | $117M | $117M | $0 | 2 | 26 |
| Dec 2013 | $112.8M | $112.8M | $0 | 3 | 26 |
| Mar 2012 | $79.5M | $79.5M | $0 | 1 | 26 |
| Feb 2012 | $79.5M | $79.5M | $0 | 1 | 26 |
| Feb 2012 | $79.5M | $79.5M | $0 | 1 | 26 |
| Feb 2011 | $71.5M | $71.5M | $0 | 5 | -- |
DateDec 2025
Total AUM$328.7M
Discretionary$328.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$328.7M
Discretionary$328.7M
Non-Disc.$0
Employees5
Clients0
DateApr 2024
Total AUM$304.3M
Discretionary$304.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$304.3M
Discretionary$304.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2023
Total AUM$272.8M
Discretionary$272.8M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$272.8M
Discretionary$272.8M
Non-Disc.$0
Employees5
Clients0
DateNov 2022
Total AUM$286M
Discretionary$286M
Non-Disc.$0
Employees3
Clients0
DateNov 2022
Total AUM$286M
Discretionary$286M
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$286M
Discretionary$286M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$286M
Discretionary$286M
Non-Disc.$0
Employees3
Clients0
DateMay 2021
Total AUM$234.5M
Discretionary$234.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$234.5M
Discretionary$234.5M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$205.3M
Discretionary$205.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$205.3M
Discretionary$205.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$205.3M
Discretionary$205.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$205.3M
Discretionary$205.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$159M
Discretionary$159M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$159M
Discretionary$159M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$159M
Discretionary$159M
Non-Disc.$0
Employees4
Clients0
DateFeb 2018
Total AUM$155.9M
Discretionary$155.9M
Non-Disc.$0
Employees3
Clients0
DateSep 2017
Total AUM$121.1M
Discretionary$121.1M
Non-Disc.$0
Employees3
Clients100
DateFeb 2017
Total AUM$121.1M
Discretionary$121.1M
Non-Disc.$0
Employees3
Clients100
DateFeb 2016
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees3
Clients100
DateJan 2015
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees2
Clients26
DateJan 2014
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees2
Clients26
DateDec 2013
Total AUM$112.8M
Discretionary$112.8M
Non-Disc.$0
Employees3
Clients26
DateMar 2012
Total AUM$79.5M
Discretionary$79.5M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$79.5M
Discretionary$79.5M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$79.5M
Discretionary$79.5M
Non-Disc.$0
Employees1
Clients26
DateFeb 2011
Total AUM$71.5M
Discretionary$71.5M
Non-Disc.$0
Employees5
Clients--