What is Cox Capital Management LLC's NAICS code?

Cox Capital Management LLC's NAICS code is 52 (Finance and Insurance).

Insights

Fiduciary Focus Small independent firm with fiduciary standard and tailored planning, indicating opportunities to offer advanced fiduciary-grade tools, independent research, and enhanced transparency solutions for client onboarding and reporting.

Tech Enablement Recent technology initiatives and a client-access suite suggest upsell potential for modern portfolio analytics, client portal enhancements, CRM integrations, and mobile-friendly fintech tools to improve client experience.

Growth Potential Revenue in the low mid-range and a lean team signal room for scalable services such as outsourced investment research, compliance support, and marketing automation to drive client acquisition and retention.

Talent Partnerships Active internship and hiring history, including CFA charter attainment, presents opportunities to offer onboarding programs, continuing education partnerships, or staffing support solutions for specialized financial roles.

Niche Positioning Focus on individuals, families, and nonprofits with evidence-based investing aligns with potential value adds like impact investing frameworks, nonprofit fundraising advisory, and tailored, goals-based reporting packages.

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Cox Capital Management LLC Tech Stack

Cox Capital Management LLC uses 8 technology products and services including WP-Statistics, Unpkg, WordPress, and more. Explore Cox Capital Management LLC's tech stack below.

WP-Statistics
Analytics
Unpkg
Content Delivery Network
WordPress
Content Management System
AOS
Javascript Libraries
jQuery Migrate
Javascript Libraries
JotForm
Online Form Builders
X-Content-Type-Options
Web & Portal Technology
Google Analytics
Web Analytics

Media & News

Cox Capital Management LLC's Email Address Formats

Cox Capital Management LLC uses at least 4 email formats:

Cox Capital Management LLC Email Formats	Example	Percentage
FLast@ccm1997.com	JDoe@ccm1997.com	100%
Last@coxcapitalmanagement.com	Doe@coxcapitalmanagement.com	33%
First.Last@coxcapitalmanagement.com	John.Doe@coxcapitalmanagement.com	34%
First@coxcapitalmanagement.com	John@coxcapitalmanagement.com	33%

Frequently Asked Questions

What is Cox Capital Management LLC's phone number?

You can contact Cox Capital Management LLC's main corporate office by phone at

+1-978-475-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Cox Capital Management LLC's official website and social media links?

Cox Capital Management LLC's official website is coxcapitalmanagement.com and has social profiles on LinkedIn.

How much revenue does Cox Capital Management LLC generate?

As of September 2026, Cox Capital Management LLC's annual revenue is estimated to be $1M - $10M.

What is Cox Capital Management LLC's SIC code and NAICS code?

Cox Capital Management LLC's SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does Cox Capital Management LLC have currently?

As of September 2026, Cox Capital Management LLC has approximately 7 employees across 1 continents, including North America. Key team members include Administrative Assistant: L. C. and Financial Planning Intern At Cox Capital Management: M. M. Explore Cox Capital Management LLC's employee directory with LeadIQ.

What industry does Cox Capital Management LLC belong to?

Cox Capital Management LLC operates in the Financial Services industry.

What technology does Cox Capital Management LLC use?

Cox Capital Management LLC's tech stack includes WP-Statistics, Unpkg, WordPress, AOS, jQuery Migrate, JotForm, X-Content-Type-Options and Google Analytics.

What is Cox Capital Management LLC's email format?

Cox Capital Management LLC's email format typically follows the pattern of FLast@ccm1997.com. Find more Cox Capital Management LLC email formats with LeadIQ.

When was Cox Capital Management LLC founded?

Cox Capital Management LLC was founded in 1997.

Cox Capital Management LLC

Q: How many employees does Cox Capital Management LLC have currently?

Cox Capital Management LLC has approximately 7 employees.

Q: What technology does Cox Capital Management LLC use?

Cox Capital Management LLC's tech stack includes Facebook Pixel, Google Analytics, WordPress, MySQL, PHP.

Financial ServicesMassachusetts, United States2-10 Employees

Cox Capital Management LLC is a small, independent financial planning and investment management firm based in Andover, Massachusetts. The firm serves individuals, families, and nonprofits, delivering tailored financial planning, evidence-based investment management, and ongoing partnership to help clients pursue long-term financial objectives. It emphasizes a disciplined, research-driven approach and operates under a fiduciary standard, with clear communication and a collaborative, relationship-focused service model.

Positioned in the financial services industry as an independent, client-centered advisor, Cox Capital aims to provide transparent guidance and goal-focused planning. The company participates in talent development through the UMass Lowell Internship Program, with interns added in 2019 and 2020, reflecting engagement with local students and ongoing learning.