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COGENT INDEPENDENT ADVISORS, INC.

CRD 161659 · SEC 801-135773

Corporate platformCorporation

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

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CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$112.4M

Discretionary AUM

$112.4M

Team

6 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-04-14

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals148$17.2M
High net worth individuals90$95.2M

States served

CA, CO, FL

All web addresses on file

Official SEC filing: View on IAPD