Cox Financial Group, Ltd.

Cox Financial Group, Ltd., established in 1985, specializes in professional portfolio management of domestic equity, fixed income, and balanced portfolios, including alternative investments. Led by John H. Cox, an attorney and CPA, the firm offers financial planning services to individuals, trusts, partnerships, and pension plans. Clients' financial situations are thoroughly analyzed to tailor investment strategies, considering factors like risk tolerance, tax status, and retirement goals. CFG manages assets on a discretionary basis, with total assets under management as of December 31, 2023, at $61,480,689 for discretionary accounts and $43,130,318 for non-discretionary accounts. The firm's fee structure is based on a percentage of assets under management, with fees reduced for accounts over $5 million. CFG does not charge additional fees for services like tax return preparation for accounts over $1 million. Clients receive monthly statements and have the option to terminate the agreement within five days without penalty. CFG does not participate in wrap fee programs and does not receive commissions from publicly traded securities transactions for client accounts. CFG's investment strategies are based on fundamental analysis tailored to clients' objectives, with a focus on risk management and growth. The firm does not engage in commodities, options, or short selling. Clients are informed of the risks associated with different securities, including real estate limited partnerships, with full disclosure provided. CFG does not receive compensation for the sale of securities or investment products, except for certain private investments. The firm does not participate in performance-based fees and ensures full disclosure of potential conflicts of interest.