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CODEX CAPITAL ASSET MANAGEMENT, L.L.C.

CRD 309373 · SEC 801-120396

Corporate platformLLC

Large incorporated asset manager or corporate group — typically not a local adviser team.

TX, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$304.2M

Discretionary AUM

$304.2M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-02-17

Disciplinary history

No

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  • SEC IAPD →

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  • FINRA BrokerCheck →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals18$288.1M

States served

TX

Official SEC filing: View on IAPD