Asset ManagerRIA · CRD 140175SEC-Registered

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COSEY FINANCIAL SERVICES, INC.

COSEY FINANCIAL SERVICES, INC. is an SEC-registered investment adviser in Knoxville, TN, registered since 2021. The firm manages $124 million in assets, $100...

COSEY FINANCIAL SERVICES, INC.

COSEY FINANCIAL SERVICES, INC. is an SEC-registered investment adviser in Knoxville, TN, registered since 2021. The firm manages $124 million in assets, $100 million on a discretionary basis. It has 6 employees and 3 investment advisers.

General information

Firm type

Asset Manager

Frequently asked questions

Why is there no AUM or portfolio data available?

The firm has no public investment track record, data-vendor profile, or media coverage. Institutional databases such as Preqin, Pitchbook, or regulatory repositories do not carry an entry for COSEY FINANCIAL SERVICES, INC., which is unusual for any active asset manager.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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