Cox Capital Management LLC

Cox Capital Management LLC, established in 1997, is a fee-based SEC-registered investment adviser specializing in managing individually tailored investment portfolios. The firm offers continuous advice based on clients' needs, objectives, risk tolerance, and liquidity needs. They manage advisory accounts on a discretionary basis, implementing transactions without prior client consent. Clients have a direct interest in their securities. Cox Capital provides investment advice on various areas, including estate planning, insurance, and real estate. The firm may recommend insurance products through DPL Financial Partners, LLC. Investment strategies include fundamental analysis, mutual fund/ETF analysis, quantitative analysis, technical analysis, and cyclical analysis. Cox Capital does not charge performance-based fees and serves individuals, trusts, estates, and charitable organizations with no minimum account size. The firm's team includes William John Cox, Ethan T. Brown, and Harrison Oakes, all CFA® charter holders. The firm's investment philosophy focuses on long-term investments tailored to individual client needs, with a commitment to acting in the best interests of clients. Clients have the option to delegate proxy voting authority to Cox Capital. The firm does not have any disciplinary events to disclose and maintains a high standard of ethical conduct.