COGENT STRATEGIC WEALTH LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 152715
- Registered since
- April 17, 2017
- Website
- cogentsw.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.16%
- Individuals1.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cogent Strategic Wealth LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2017. The firm serves individual and family clients with fee arrangements tied to a percentage of assets under management. Core advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. The firm identifies as a capital allocator and reports active ESG investing, which appears to inform its public market and manager selections.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities7%
- State & Local Bonds7%
- Cash & Cash Equivalents4%
- US Government Bonds2%
Owners & executives
1 of 1MICHAEL EVANS
CEOCRD 5751636
Contacts
1 of 1KELLY STANLEY
PartnerCRD 5582143
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$88.1M in ETFs
17%
$15M
83%
$73.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $21.4M | 549,427 | 24.23% |
Location
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 77 W Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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