COSEY FINANCIAL SERVICES, INC.
CRD #140175 SEC #801-120768 KNOXVILLE, TN 865-470-4244
SEC Registered
Total AUM
$119.1M
Discretionary
$83.3M
Employees
6
Clients
0
Accounts
851
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $119.1M | $83.3M | $35.8M | 6 | 0 |
| Oct 2024 | $103.7M | $73.4M | $30.3M | 6 | 0 |
| May 2024 | $103.7M | $73.4M | $30.3M | 6 | 0 |
| Mar 2024 | $103.7M | $73.4M | $30.3M | 6 | 0 |
| Oct 2023 | $110.9M | $76.3M | $34.6M | 5 | 0 |
| May 2023 | $110.9M | $76.3M | $34.6M | 5 | 0 |
| Mar 2023 | $110.9M | $76.3M | $34.6M | 5 | 0 |
| Mar 2022 | $156M | $75.7M | $80.3M | 5 | 0 |
| Mar 2022 | $156M | $75.7M | $80.3M | 5 | 0 |
| Dec 2021 | $107.2M | $81.2M | $26M | 5 | 0 |
| Apr 2021 | $107.2M | $81.2M | $26M | 5 | 0 |
| Mar 2021 | $107.2M | $81.2M | $26M | 5 | 0 |
DateMar 2025
Total AUM$119.1M
Discretionary$83.3M
Non-Disc.$35.8M
Employees6
Clients0
DateOct 2024
Total AUM$103.7M
Discretionary$73.4M
Non-Disc.$30.3M
Employees6
Clients0
DateMay 2024
Total AUM$103.7M
Discretionary$73.4M
Non-Disc.$30.3M
Employees6
Clients0
DateMar 2024
Total AUM$103.7M
Discretionary$73.4M
Non-Disc.$30.3M
Employees6
Clients0
DateOct 2023
Total AUM$110.9M
Discretionary$76.3M
Non-Disc.$34.6M
Employees5
Clients0
DateMay 2023
Total AUM$110.9M
Discretionary$76.3M
Non-Disc.$34.6M
Employees5
Clients0
DateMar 2023
Total AUM$110.9M
Discretionary$76.3M
Non-Disc.$34.6M
Employees5
Clients0
DateMar 2022
Total AUM$156M
Discretionary$75.7M
Non-Disc.$80.3M
Employees5
Clients0
DateMar 2022
Total AUM$156M
Discretionary$75.7M
Non-Disc.$80.3M
Employees5
Clients0
DateDec 2021
Total AUM$107.2M
Discretionary$81.2M
Non-Disc.$26M
Employees5
Clients0
DateApr 2021
Total AUM$107.2M
Discretionary$81.2M
Non-Disc.$26M
Employees5
Clients0
DateMar 2021
Total AUM$107.2M
Discretionary$81.2M
Non-Disc.$26M
Employees5
Clients0