# COGENT PRIVATE WEALTH, INC.

COGENT PRIVATE WEALTH, INC. of ORLANDO, FL is an SEC-registered investment adviser.

## Registration

- CRD: 319092
- Type: SEC-registered investment adviser
- SEC file number: 801-132819
- Location: 420 S. ORANGE AVE., SUITE 825, ORLANDO, FL, 32801
- Phone: (407) 887-4965
- Latest filing: 2026-03-24
- Regulatory AUM: $250.3M
- Discretionary AUM: $219.6M
- Non-discretionary AUM: $30.6M
- Clients: 8
- Accounts: 264

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Bradley R Lacore | SVP, DIRECTOR OF WEALTH MANAGEMENT AND CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/319092/brochure
- Similar advisers: https://search.stillhousedata.com/firm/319092/similar
- Related entities: https://search.stillhousedata.com/firm/319092/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/319092

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.