Cogentblue
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$606,032,219
Total clients
112
39% high-net worth
Total advisors
4
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
28
Average account size
$5,411,002
About
CogentBlue Wealth Advisors, LLC is an SEC‑registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, charitable organizations, and businesses. The firm offers both ongoing investment management (including use of third‑party managers/TAMPs) and project or hourly financial planning engagements.
The firm’s investment approach is grounded in modern portfolio theory and portfolio construction tailored to each client’s investment policy statement, with regular monitoring and rebalancing. CogentBlue also supports held‑away accounts through a Pontera integration that permits allocation changes without custodial access to client credentials, and it uses outside managers and sub‑advisors where appropriate.
Noteworthy aspects of the firm include its role in selling life and health insurance products to clients (commissions from those sales are disclosed as separate from advisory fees) and its operational arrangements with service providers such as Focus Partners and custodians including Charles Schwab and Fidelity. CogentBlue manages roughly $605 million in discretionary assets while maintaining a relatively modest number of client relationships, which results in higher average account sizes than many peers.
Client services
Fee options
Financial planning services offered on a project basis; specific fee amounts not stated in brochure.
$0 - $1,000,000: 1.00% (subject to $10,000 minimum annual fee) $1,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.35%
Financial planning services offered on an hourly basis; specific hourly rates not stated in brochure.
Minimum fee: $10,000 minimum annual fee Fee-only: Ongoing Financial Planning fees range from $10,000 to $20,000 annually, paid quarterly in advance, negotiable in certain cases.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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.
Main office location
Cogentblue
4533 Papermill Drive, Suite 105
Knoxville TN 37909, United States
Number of offices
1
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