Cogent Independent Advisors, Inc.

Overview

Cogent Independent Advisors, Inc. is an independent registered investment adviser operating as a corporation and listed as SEC-registered in 2026. The firm serves individual and family clients and is identified as a capital allocator, meaning it sources and places client capital with third‑party managers in addition to running in‑house portfolios. Core advisory services cited on filings include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements are flexible and include percentage‑of‑AUM, hourly, and fixed‑fee engagement options. The firm does not identify as an active ESG investor. Filings indicate it is not classified as a multi‑state adviser and it does not list pension consulting or related‑adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices