COGENT INDEPENDENT ADVISORS, INC.

COGENT INDEPENDENT ADVISORS, INC. is an SEC-registered investment adviser (CRD 161659). Regulatory assets under management: $112.4M.

Registration

• CRD: 161659
• SEC file number: 801-135773
• Type: Registered investment adviser
• Phone: 9042988282
• Latest filing: 2026-04-14
• Regulatory AUM: $112.4M
• Discretionary AUM: $112.4M
• Clients: 6
• Accounts: 447

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 161659 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search