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Sarah Kae Cox

ABLE & STRONG ADVISORS
Bountiful, UT
·CRD# 7280703·5 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Sarah Kae Hawkes

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

5 years in the financial services industry

Current & Past Employments

ABLE & STRONG ADVISORS, INC.·CRD# 130069
RIA
380 N. 200 W. #102, Bountiful, UT 84010
July 1, 2021 - Present

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Current Firm

A&
ABLE & STRONG ADVISORS, INC.

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

CRD#: 130069
Texas
Registered Investment Advisory firm - Texas (10/18/2016 Terminated)
Utah
Registered Investment Advisory firm - Utah (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).

Contact Information

Main Address

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

Phone Number

(385) 212-4560

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

157

AUM (Assets Under Management)

$45,354,200

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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.

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2021About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

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

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