COGENT CAPITAL GROUP

MIND SPAN, INC.

CRD 125163

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$88.3M

Discretionary AUM

$42.7M

Team

1 total employees; 1 advisory reps; 11 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-04-03

Disciplinary history

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Services

Portfolio management (individuals)FAMILY OFFICE SERVICES INCL. COMMERCIAL PROPERTY MANAGEMENT SERVICES AND CONSULTING ON REAL ESTATE ACQUISITIONS ON A FIXED FEE

Client types

Type	Clients	AUM
Individuals	4	$6.4M
High net worth individuals	6	$80.4M
Corporations/business entities	2	$1.5M

Official SEC filing: View on IAPD