Cohen Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$259,282,862
Total clients
237
35% high-net worth
Total advisors
3
of 7 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
79
Average account size
$1,094,021
About
Cohen Investment Advisors provides financial planning, consulting, and discretionary investment management to individuals (including high-net-worth clients), pooled investment vehicles, profit sharing plans, trusts, and estates. As of January 16, 2026 the firm reports $259,282,862 in discretionary assets under management across roughly 237 client accounts and generally charges asset-based fees.
The firm manages client assets through proprietary, model-based allocations that emphasize individual equity and debt securities, mutual funds, and ETFs, and it blends fundamental analysis with technical and cyclical methods while monitoring accounts on an ongoing basis to align with client risk tolerance and time horizon. Cohen Investment Advisors may also recommend accredited‑investor private placements and engage independent managers for portions of client portfolios.
Notably, the firm sponsors and advises a private real estate fund (The Cohen Real Estate Fund II, LLLP) through an affiliated general partner and discloses that the Fund receives an annual audit with audited financial statements provided to investors. The combination of acting as a private fund sponsor, managing pooled investment vehicles, and maintaining a multi‑office presence (five offices) is an uncommon profile among similarly sized advisory firms.
Client services
Expertise
Fee options
Management fee of 1% annually for Private Fund; 10% performance-based bonus if Fund earns more than 5% preferred return
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Performance-based bonus of 10% over 5% preferred return for Private Fund; performance fee arrangements may be negotiated with qualified clients
Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee
Main office location
Cohen Investment Advisors, LLC
264 South River Road, Suite 414
Bedford NH 03110, United States
Number of offices
5
Most active in
California · Delaware · Florida · Massachusetts · New Hampshire · New Jersey · New York · Pennsylvania · Texas
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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.
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