Overview
Assets Under Management: $112 million
High-Net-Worth Clients: 90
Average Client Assets: $1.1 million
Frequently Asked Questions
COGENT INDEPENDENT ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #161659), COGENT INDEPENDENT ADVISORS, INC. is subject to fiduciary duty under federal law.
COGENT INDEPENDENT ADVISORS, INC. serves 90 high-net-worth clients according to their SEC filing dated April 14, 2026. View client details ↓
According to their SEC Form ADV, COGENT INDEPENDENT ADVISORS, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
COGENT INDEPENDENT ADVISORS, INC. manages $112 million in client assets according to their SEC filing dated April 14, 2026.
According to their SEC Form ADV, COGENT INDEPENDENT ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 90
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.69%
Average Client Assets: $1.1 million
Total Client Accounts: 447
Discretionary Accounts: 447
Regulatory Filings
CRD Number: 161659
Filing ID: 2094748
Last Filing Date: 2026-04-14 17:24:51