# COSEY FINANCIAL SERVICES, INC.

COSEY FINANCIAL SERVICES, INC. is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 140175
- **SEC file number:** 801-120768
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140175

## About

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.

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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