# Cox Financial Group

Cox Financial Group is a RIA based in Schaumburg, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Schaumburg, United States
- **Region:** North America
- **Address:** Atlanta, GA, United States
- **Assets under management:** Undisclosed
- **Website:** https://coxfinancial.org

## Regulatory record

- **CRD number:** 123955
- **SEC file number:** 801-62084
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123955

## About

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.

## Sectors

- Media & Entertainment
- Automotive
- Infrastructure
- Private Credit
- Real Estate

## People

- James C. Kennedy — Chairman

## 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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- [OKEEFE & ASSOCIATES, P.C.](https://altss.com/profile/okeefe-and-associates-pc)
- [Nagle Investment Advisors](https://altss.com/profile/nagle-investment-advisors-ltd)

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

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