Cox Capital MGT LLC
Cox Capital Management LLC is a fee-based SEC-registered investment adviser headquartered in Andover, Massachusetts. Founded in 1997, the firm manages over $320 million in assets and specializes in providing individually tailored investment management services to individuals, high net worth clients, and charitable organizations. As of early 2025, the firm has approximately 4-5 employees, with all investment personnel and no brokers. Cox Capital Management is dedicated to serving clients with a personalized investment approach and is led by a highly experienced advisory team.
Investment Strategy
Cox Capital Management LLC employs a tailored, fee-based investment approach, building and managing customized portfolios for individuals and charitable organizations. The firm focuses on understanding each client’s financial goals, risk tolerance, and objectives to offer disciplined asset allocation and risk management. Portfolios are diversified across sectors and securities and are regularly reviewed to capitalize on market opportunities while managing downside risk. The firm’s strategy emphasizes long-term growth, tax efficiency, and transparent communication. They prioritize high ethical standards, prudent security selection, and ongoing monitoring to achieve clients’ desired outcomes.
Top Holdings
Equity Positions (59)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 6.35% | $9.7M | 18,770 | $195.25 | $517.95 | +$473.2K |
G GOOGL | ALPHABET INC CAP STK CL A | 5.61% | $8.6M | 35,316 | $161.25 | $243.10 | +$2.3M |
A ASML | ASML HOLDING N V N Y REGISTRY SHS | 4.54% | $7.0M | 7,187 | $692.54 | $968.09 | +$1.2M |
A AMZN | AMAZON COM INC COM | 4.47% | $6.8M | 31,172 | $197.36 | $219.57 | +$26.0K |
S SAP | SAP SE SPON ADR | 3.81% | $5.8M | 21,803 | $107.28 | $267.21 | -$2.4M |