Cogentblue
Firm details
- Headquarters
- Knoxville, Tennessee
- CRD number
- 312899
- Registered since
- May 26, 2022
- Website
- cogentbluewealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.61%
- Charitable Organizations21.78%
- Individuals5.52%
- Corporations / Businesses0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cogentblue is an independent, SEC-registered registered investment adviser organized as an LLC and overseen by an individual owner. The firm provides a mix of financial planning and discretionary portfolio management for individuals, families and small-business clients, and it also serves institutional relationships. Its advisory services extend to pension consulting and the selection of outside advisers, and it operates an insurance brokerage as part of its business mix. The firm charges a combination of asset-based fees, hourly fees and fixed fees, and it identifies itself as a capital allocator that deploys client capital across external managers and investment vehicles.
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 Funds40%
- State & Local Bonds39%
- Exchange Traded Equities14%
- Cash & Cash Equivalents4%
- US Government Bonds3%
Contacts
3 of 5
Wesley Brown
Founder & PresidentCRD 5422855
Savannah Cooper
Financial PlannerCRD 6584490
Robert Bolen
Senior Regional DirectorCRD 1557289
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$137M in ETFs
42%
$57.2M
58%
$80.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF (AVDV) | Avantis | Active | Foreign Small/Mid Value | $25.3M | 245,635 | 18.42% |
Location
Knoxville, TN
Knox
Location
Knoxville, TN
Headquartered in Knoxville, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.
- Metro area
- Knoxville-Morristown-Sevierville, TN
- Region
- South
- County
- Knox
- Address
- 4533 Papermill Dr
- Time zone
- CT (UTC-6)
- Office locations
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