Cogent Investment Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,120,070
Clients
6
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$2,853,345
About
Cogent Investment Advisors LLC provides fee‑only investment management services primarily to individual clients, including both non‑high‑net‑worth and high‑net‑worth investors. The firm manages client assets on a discretionary basis and conducts periodic reviews and reporting to align portfolios with clients’ goals and circumstances.
The firm’s investment approach centers on actively managed proprietary model portfolios constructed mainly from mutual funds and exchange‑traded funds, with fundamental, technical and quantitative analysis used to inform tactical tilts. Cogent will incorporate client‑selected holdings when appropriate and, with client agreement, implements options strategies such as writing covered calls and purchasing protective puts in separately managed accounts.
Compared with many independent advisers, Cogent manages roughly $17.1 million for a very small number of clients, and it uses derivatives within separately managed accounts — a practice relatively uncommon among peers. The firm also makes available alternative exposures (including interval funds and private‑asset recommendations for accredited investors) and may negotiate flat fee arrangements for certain client relationships.
Client services
Portfolio management
Expertise
Active portfolio management
Tax-loss harvesting
Private / alternative investments
ESG / Sustainable investing
Fee options
Flat fee option available for clients with over $1 million AUM; fee is negotiable on a client-by-client basis.
Under $1 million - $1 million: 0.90% $1 million+: 0.70%
Account minimum: $150,000 Fee-only: Fee-only investment management firm, no commissions accepted.
Main office location
Cogent Investment Advisors LLC
San Francisco CA, United States
Number of offices
2
Most active in
Cogent Investment Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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