Cogent Strategic Wealth LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 152715
- Registered since
- April 17, 2017
- Website
- cogentsw.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.16%
- Individuals1.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cogent Strategic Wealth LLC is an independent RIA organized as an LLC and registered with the SEC in 2017. The firm operates as a capital allocator for individual and family clients and charges fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third-party advisers. The firm identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities7%
- State & Local Bonds7%
- Cash & Cash Equivalents4%
- US Government Bonds2%
Owners & executives
1 of 1
Michael Evans
CEO & FounderCRD 5751636
Contacts
1 of 1
Kelly Stanley
PartnerCRD 5582143
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$93.9M in ETFs
17%
$16M
83%
$77.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $23.3M | 524,199 | 24.77% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 77 W Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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