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Cox Financial Group
Cox Financial Group, Ltd. is an SEC-registered investment adviser in Schaumburg, IL. It manages approximately $69 million in regulatory assets.
Overview
Cox Financial Group, Ltd. is an SEC-registered investment adviser in Schaumburg, IL. It manages approximately $69 million in regulatory assets. The firm is based in the Chicago area.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Schaumburg
Corporate office
Atlanta, GA, United States
Principals
James C. Kennedy
Chairman
Sector focus
Frequently asked questions
What investment stages and structures does the group favor?
Cox Financial Group engages across direct private equity, commercial real estate, and private credit. The office participates in direct co-investments alongside like-minded family offices and institutional GPs, as well as fund commitments. Its appetite favors long-duration assets where the lack of a defined liquidity horizon creates a competitive advantage over traditional buyout funds.
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