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Kevin Vincent Cox

ADAPTATION FINANCIAL ADVISORS INC.·OKLAHOMA CITY, Oklahoma
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700 CEDAR LAKE BLVD, OKLAHOMA CITY, OK 73114CRD# 6889198Firm CRD# 309192
01

About

Kevin Vincent Cox is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with ADAPTATION FINANCIAL ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ADAPTATION FINANCIAL ADVISORS INC.
ADAPTATION FINANCIAL ADVISORS INC.
AUM
$177M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6889198
Firm CRD# 309192
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin Vincent Cox offer?
Kevin Vincent Cox specializes in Financial Planning, Investment Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Kevin Vincent Cox's credentials?
Kevin Vincent Cox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Vincent Cox located?
Kevin Vincent Cox is based in OKLAHOMA CITY, Oklahoma, working with ADAPTATION FINANCIAL ADVISORS INC.. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does Kevin Vincent Cox charge for services?
Kevin Vincent Cox's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADAPTATION FINANCIAL ADVISORS INC.?
ADAPTATION FINANCIAL ADVISORS INC. has approximately 5 employees and manages $177M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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