Fee-only adviser · Schaumburg, IL
Cox Financial Group, Ltd.
Cox Financial Group, Ltd. is a fee-only investment adviser registered with the securities regulator of Illinois, with its main office in Schaumburg, Illinois. On its latest Form ADV, filed September 23, 2025, it reports $69M in regulatory assets under management and 35 individual clients. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Illinois |
|---|---|
| Firm CRD number | 123955 · SEC file 801-62084 |
| Office | 1051 Perimeter Drive Suite 550 Schaumburg, IL 60173 |
| Phone | (847) 240-0022 |
| Website | Not listed |
| Regulatory assets under management | $69M |
| Individual clients | 19 non-high-net-worth, 16 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | Not reported |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 23, 2025 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Schaumburg
- Insight Financial Group, Inc. $94M
- Northwood Wealth Management, LLC $16M
- Kuhn Wealth Management Inc. $151M
- Asbury Research LLC $38M
- Navarro Asset Management, LLC $95K
See all 6 fee-only advisers in Schaumburg →
Nearby
- Rolling Meadows 2 firms
- Palatine 4 firms
- Arlington Heights 6 firms
- Hoffman Estates 2 firms
- Itasca 2 firms
- Mount Prospect 3 firms
- Barrington 7 firms
- Deer Park 2 firms
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