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Cox Capital Management LLC Employee Directory

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.

Find Cox Capital Management LLC employees' phone numbers or email addresses

Cox Capital Management LLC Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Cox Capital Management LLC's Leadership

  • Stylized image of a person
    L. C.
    Administrative Assistant
    Mobile Phone
  • Stylized image of a person
    M. M.
    Financial Planning Intern At Cox Capital Management
    Mobile Phone

Cox Capital Management LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Cox Capital Management LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    L. C.
    Administrative Assistant
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    M. M.
    Financial Planning Intern At Cox Capital Management
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Cox Capital Management LLC known for?

Minus sign iconPlus sign iconCox Capital Management LLC was founded in 1997 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-978-475-****
. Explore Cox Capital Management LLC's company overview page for more information.

What is Cox Capital Management LLC's most common email format?

Minus sign iconPlus sign iconCox Capital Management LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cox Capital Management LLC email formats with LeadIQ.

How many employees does Cox Capital Management LLC have currently?

Minus sign iconPlus sign iconCox Capital Management LLC has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Cox Capital Management LLC's key employees and leadership?

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As of July 2026, Cox Capital Management LLC's key employees include:

  • Administrative Assistant: L. C.
  • Financial Planning Intern At Cox Capital Management: M. M.

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