# Coordinated Planning Group

Coordinated Planning Group is a Multi Family Office based in Melville, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Melville, United States
- **Region:** North America
- **Address:** Morrow, GA, United States
- **Founded:** 1987
- **Assets under management:** Undisclosed
- **Website:** coordinatedplanning.com

## Regulatory record

- **CRD number:** 173653
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173653

## About

COORDINATED PLANNING GROUP, INC. is a state-registered investment adviser in MELVILLE, NY. The firm manages approximately $16 million in regulatory assets. It has 2 employees and 1 investment adviser.

## People

- James O. Cox — Founder and President

## Questions

### What investment strategies does Coordinated Planning Group employ?

The firm provides investment management that spans traditional asset classes including equities, fixed income, mutual funds, and exchange-traded funds. It pairs this with comprehensive financial planning, covering retirement strategies and long-term wealth accumulation goals.

### Where does Coordinated Planning Group concentrate its operations?

The firm is based in Morrow, Georgia and has historically served families across the Southeastern United States. No additional office locations are publicly disclosed, reflecting a single-location, regionally focused practice.

### How is Coordinated Planning Group governed, and what are the succession implications?

James O. Cox has led the firm since founding it in 1987, creating a governance model concentrated in a single principal. With no publicly announced succession plan or next-generation leadership, the firm's continuity depends on Cox's ongoing role, which is a material consideration for multi-generational client families.

## Related profiles

- [Cooper, Clay Stephen](https://altss.com/profile/cooper-clay-stephen)
- [Copper Sky Capital](https://altss.com/profile/copper-sky-capital-llc)

---

Last updated: 2026-07-06T01:24:14.597Z

Canonical page: https://altss.com/profile/coordinated-planning-group-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology