Cogent Private Wealth
Firm details
- Headquarters
- Orlando, Florida
- CRD number
- 319092
- Registered since
- May 19, 2025
- Website
- cogentprivatewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI66.65%
- Pension & Profit Sharing Plans13.05%
- Individuals9.47%
- Corporations / Businesses7.64%
- Charitable Organizations3.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Cogent Private Wealth is an independent registered investment adviser organized as a corporation. The firm registered with the SEC in 2025 and serves individual, family and institutional clients. Ownership is a mix of a domestic entity and an individual. Its primary fee models are a percentage of assets under management and fixed fees. Service lines listed on the firm’s filings emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting services. Cogent does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm maintains an industry affiliation with a banking or thrift institution.
Assets & Accounts
Public Holdings
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 Funds56%
- Exchange Traded Equities24%
- Cash & Cash Equivalents13%
- US Government Bonds5%
- State & Local Bonds1%
Contacts
3 of 5
Derek Collins
Associate AdvisorCRD 7737898
Bradley Lacore
Senior Vice PresidentCRD 6191889
Kevin Mayo
Vice President, Financial ReportingCRD 6224576
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$126M in ETFs
33%
$41.2M
67%
$84.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS CORE FIXED INCOME ETF (AVIG) | Avantis | Active | Intermediate Core Bond | $11.3M | 273,103 | 9.00% |
Location
Orlando, FL
Orange
Location
Orlando, FL
Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 420 S Orange Ave
- Time zone
- ET (UTC-5)
- Office locations
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