Cox & Cook Wealth Advisors: new SEC registration, $120M AUM, Dublin, OH
Cox & Cook Wealth Advisors (Dublin, Ohio): new SEC registration, $120M AUM, Dublin, OH. Its amount of 120 is below the median of 134 (39th percentile). Dated 194 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 120 · 39th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 36 related OH NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Cox & Cook Wealth Advisors |
| Legal name | Cox Financial Group INC |
| CRD | 173691 |
| Status | Approved |
| Registered with the SEC | 2026-04-24 |
| Latest Form ADV filing | 2026-05-27 |
| Location | Dublin, OH, United States |
| Regulatory AUM | $119,548,123 |
| Accounts | 563 |
| Employees | 4 |
| Website | HTTP://WWW.PLANS2RETIRE.COM |
| amount percentile | 39th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (37 OH records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Cox & Cook Wealth Advisors
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Free first: a 10-record sample of OH records
See the real columns before you buy. One confirmation email, nothing else unless you opt in.
Unlock Cox & Cook Wealth Advisors + all 37 OH records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-24
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (OH first): Drive Capital LLC · Woodland Wealth Partners · The Connor Group Fund Manager, LLC · The O.H.I.O. Fund · Arg Private Wealth, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Cox & Cook Wealth Advisors and 37 Ohio peers
- Ohio NewRiaPulse records like this one: 37
- Cox & Cook Wealth Advisors's amount: 39th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Ohio peer: $7,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $120M under management.
- Website on file.
What is the NewRiaPulse record for Cox & Cook Wealth Advisors in Dublin, Ohio?
Cox & Cook Wealth Advisors received SEC registration as an investment adviser (2026-04-24) with $119,548,123 in regulatory assets under management, based in Dublin, OH.
How does Cox & Cook Wealth Advisors compare to other Ohio NewRiaPulse records?
Its amount of 120 is below the median (39th percentile); smaller records often move faster and face less competition. It is 194 days old; check the official source for later updates before acting.
Cox & Cook Wealth Advisors vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Cox & Cook Wealth Advisors | Dublin, OH | 120 | 39th | 2026-04-24 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 | |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Ohio NewRiaPulse: Approved
Cross-dataset signals in Ohio
More Ohio public-record feeds
New MSHA Citations at Mines & Quarries by State in Ohio Cincinnati OH Permitted Industrial Users Pulse in Ohio Nursing Home Inspection Deficiencies by State & Severity in Ohio HIPAA Breach Reports (500+ Individuals) by State & Type in Ohio Bank Branch Openings, Closings & Mergers by State in Ohio New, Terminating & Large 401(k) Plans from Form 5500 Filings in Ohio New Executive & Auditor Changes (SEC 8-K) in Ohio New NIH Research Awards by Organization in Ohio
How to monitor Cox & Cook Wealth Advisors and peer approved records
Get new NewRiaPulse records like Cox & Cook Wealth Advisors by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.