Sarah K. Cox

ABLE & STRONG ADVISORS

Bountiful, UT 84010

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CRD#: 7280703

Professional summary

Sarah Kae Cox, who also goes by Sarah Kae Hawkes, is a registered financial advisor currently at ABLE & STRONG ADVISORS, INC. located in Bountiful, Utah.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Sarah has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sarah Kae Hawkes

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Ms. Cox is also the president of Imagine Personal Finance LLC, a non investment related financial coaching practice. The firm started in January 2025, is operated out of her residence, and she expects to spend approximately 10% of her time in this capacity. Some of these hours will be during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Kae Cox's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 1, 2021 - Present

ABLE & STRONG ADVISORS, INC.

Office #1: 380 N. 200 W. #102, Bountiful, UT 84010

RIA

CRD#: 130069

Bountiful, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(7/1/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/30/2021

Uniform Investment Adviser Law Examination

Current Firm

ABLE & STRONG ADVISORS, INC.

ABLE & STRONG ADVISORS, INC. | VERAPATH GLOBAL INVESTING, INC. | VERAPATH GLOBAL INVESTING LLC | CROSSROADS INVESTMENT ADVISORS, LLC

CRD#: 130069 / SEC#:

Texas

Registered Investment Advisory firm - (10/18/2016 Terminated)

Utah

Registered Investment Advisory firm - (2/9/2006 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

380 N. 200 W. #102, Bountiful, UT 84010

Mailing Address

Phone number

(385) 212-4560

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	152
AUM (Assets Under Management)	$ 43,067,801

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Sarah K. Cox

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Kae Cox's CRS (Customer Relationship Summary).

Certified licenses

Experience

ABLE & STRONG ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/30/2021

Current Firm

ABLE & STRONG ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ABLE & STRONG ADVISORS, INC.

TRUST BUT VERIFY

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