Cogent Investment Advisors LLC
RIAState Registered
Total AUM
$17.1M
Discretionary
$17.1M
100% of AUM
Avg account
$778K
Accounts
22
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 287773
- Website
- cogentinvestmentadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.07%
- Individuals9.93%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Cogent Investment Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses, serving a client base composed of individual and family accounts. Its fee arrangements combine asset-based charges and fixed fees. The firm is not identified as an active ESG investor and does not position itself as a multi-state or institutional capital allocator in the provided materials.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities17%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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