Cosey Financial Services, Inc.
Cosey Financial Services, Inc. is an SEC-registered mass-market adviser in Knoxville, TN with $123.7M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Cosey Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 140175, SEC 801-120768, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $123.7M (2026-02-25)
- Firm type
- Mass-Market Adviser
- Location
- Knoxville, TN
- Employees
- 6
- Clients
- 404
- CRD
- 140175
- Ownership
- COSEY, ANTHONY, EUGENE
How much AUM does Cosey Financial Services, Inc. have?
Cosey Financial Services, Inc. reported $123.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Cosey Financial Services, Inc.?
Disclosed owners and executives of Cosey Financial Services, Inc. include COSEY, ANTHONY, EUGENE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.