# Cox & Cook Wealth Advisors

Cox & Cook Wealth Advisors is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/j-daniel-cox-a8883416

## Regulatory record

- **CRD number:** 173691
- **SEC file number:** 801-135926
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173691

## About

COX & COOK WEALTH ADVISORS is an SEC-registered investment adviser in Dublin, OH, registered since 2026. The firm manages $120 million in assets, $108 million on a discretionary basis. It has 4 employees and 2 investment advisers.

## Questions

### Where is Cox & Cook based and what is its geographic focus?

The firm's headquarters location is not disclosed in public sources. Based on its regulatory status as a US RIA, its client base and investment focus are presumed to be domestic, with no confirmed international operations.

## Related profiles

- [Saco River Financial Planning](https://altss.com/profile/saco-river-financial-planning)
- [LARRY ALLAN FINANCIAL PLANNING SERVICES LLC](https://altss.com/profile/larry-allan-financial-planning-services-llc)

---

Last updated: 2026-07-06T01:24:14.786Z

Canonical page: https://altss.com/profile/cox-and-cook-wealth-advisors

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