Cognitiant Registered Investment Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$26,000,000
Clients
45
0% 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
45
HighAverage account size
$577,778
About
The firm provides investment advisory and financial planning services to individuals, trusts, estates, small businesses, qualified retirement plans, and other investment advisors. Its offerings include discretionary investment management, one-time asset allocation or security recommendations, investment alternatives analysis, and retirement plan consulting.
The firm emphasizes creating an individualized "investment narrative" with each client to set portfolio boundaries, then selects investments using publicly available and subscription data alongside fundamental and technical analysis. It favors building broadly diversified, low-cost core portfolios using passive vehicles while conducting annual reviews and providing custodial statements at least quarterly.
Distinctive aspects include pension and qualified retirement plan consulting and the ability to serve as a 3(21) or 3(38) fiduciary for small business plans, a service uncommon among independent solo advisors. The firm also advises on variable annuities and variable insurance without selling those products (operating as fee-only), and it works through a narrow set of custodial relationships (Shareholder Services/Pershing and Nationwide for annuities) with stated conditions for account acceptance.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Passive / index investing
Retirement plans for business owners (SEP, solo 401k)
Fee options
Fixed financial planning fee of $2,000 for fixed scope basis
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $2,500,000: 1.00% $2,500,001 - $3,000,000: 0.80% $3,000,001+: 0.70%
Financial planning at $200 per hour
Account minimum: $200,000 minimum assets or other individual arrangements as described Fee-only: Financial planning charged at $200/hour or fixed fee of $2,000 for fixed scope
Main office location
Cognitiant Registered Investment Advisors
12060 Sw Greenburg, 4 Th Floor
Portland OR 97223, United States
Number of offices
1
Most active in
Cognitiant Registered Investment Advisors has reported serving >5 clients in these states in the last 12 months.
Oregon
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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
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