Cogent Independent Advisors, Inc.
Cogent Independent Advisors, Inc. is an SEC-registered mass-market adviser with $112.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Cogent Independent Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 161659, data through 2026-04-14.
- AUM (assets under management / regulatory AUM)
- $112.4M (2026-04-14)
- Firm type
- Mass-Market Adviser
- Employees
- 6
- Clients
- 238
- CRD
- 161659
- Ownership
- COGENT GROUP, LLC; Caceres-Schnell, Carmen; THE KRISTOPHER AND CARMEN SCHNELL FAMILY TRUST; SCHNELL, KRISTOPHER, LEE
How much AUM does Cogent Independent Advisors, Inc. have?
Cogent Independent Advisors, Inc. reported $112.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-14).
Who owns Cogent Independent Advisors, Inc.?
Disclosed owners and executives of Cogent Independent Advisors, Inc. include COGENT GROUP, LLC, Caceres-Schnell, Carmen, THE KRISTOPHER AND CARMEN SCHNELL FAMILY TRUST, SCHNELL, KRISTOPHER, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.