Cogent Independent Advisors, Inc.

Overview

Cogent Independent Advisors, Inc. is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm is organized as a corporation and is registered with the SEC (registration year listed as 2026). Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers and managers. Fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. The firm is not identified as an active ESG investor and the snapshot lists it as not a multi-state adviser. Industry connections include affiliations with an accountant and an insurance company.

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Public Holdings

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Location & Offices