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 registered investment adviser that registered with the SEC in 2017. Organized as an LLC and held by an individual owner, the firm acts as a capital allocator for a client base made up primarily of individuals and families. Its business model is fee-based on a percentage of AUM and centers on financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers and sub‑advisers. The firm identifies as an active ESG investor and incorporates those considerations into its investment approach.
Assets & Accounts
Public Holdings
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 Equities7%
- State & Local Bonds7%
- Cash & Cash Equivalents4%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$86.7M in ETFs
18%
$15.9M
82%
$70.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $23.4M | 527,268 | 27.04% |
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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