COGENT INDEPENDENT ADVISORS, INC.
SEC RegisteredOne Roof® Capabilities
About the firm
Cogent Advisors is an independent, fiduciary wealth management firm that integrates experts and solutions to craft one cohesive strategy for clients under its ONE ROOF® model. As a member of Cogent Group, it provides powerfully persuasive and evidence-based financial guidance free from affiliations with any investment product manufacturers.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Integrated wealth management including comprehensive planning, alternative investments, banking and lending solutions, estate and charitable giving, financial planning, investment banking, portfolio management, retirement planning, and risk management.
Who they serve
Business owners and individuals seeking comprehensive wealth management solutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 148 | $17M |
| High Net Worth Individuals | 90 | $95M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $100,000 - $250,000 | 1.50% |
| $250,001 - $500,000 | 1.25% |
| $500,001 - $1,000,000 | 1.00% |
| $1,000,001 - $5,000,000 | 0.80% |
| $5,000,001 - $10,000,000 | 0.65% |
| Over $10,000,000 | 0.50% |
Data as of April 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COGENT INDEPENDENT ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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