Cogent Investment Advisors LLC
RIASEC Registered
Total AUM
$17.1M
Discretionary
$17.1M
100% of AUM
Avg account
$778K
Accounts
22
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 287773
- Website
- cogentinvestmentadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.07%
- Individuals9.93%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Cogent Investment Advisors LLC is a small, privately owned RIA that provides portfolio management to individuals and small businesses. The firm charges both a percentage of assets under management and fixed fees. It does not position itself as a capital allocator and reports no active ESG investing program. Services are delivered through pooled and third‑party vehicles rather than acting as a direct alternative sponsor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities17%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Perry Piazza
PresidentCRD 2249635
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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