COGENT CAPITAL GROUP

COGENT CAPITAL GROUP is an SEC-registered investment adviser (CRD 125163). Regulatory assets under management: $88.3M.

Registration

• CRD: 125163
• Type: Registered investment adviser
• Phone: 3107752473
• Latest filing: 2026-04-03
• Regulatory AUM: $88.3M
• Discretionary AUM: $42.7M
• Non-discretionary AUM: $45.5M
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125163 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search