Cogentblue

RIASEC RegisteredEst. 2022
Total AUM
$606M
Discretionary
$605M
100% of AUM
Avg account
$1.4M
Accounts
418
Employees
5
Advisory reps
5

Firm details

Headquarters
Knoxville, Tennessee
CRD number
312899
Registered since
May 26, 2022
Website
cogentbluewealth.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI72.61%
  • Charitable Organizations21.78%
  • Individuals5.52%
  • Corporations / Businesses0.08%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Cogentblue is an independent registered investment adviser formed as an LLC and registered with the SEC in 2022. The firm operates as a capital allocator to both individual/family and institutional clients, offering a mix of portfolio management, financial planning, pension consulting and manager selection. Its fee arrangements include percentage-of-assets, hourly and fixed-fee engagements. Cogentblue also performs insurance brokerage services, which aligns with its use of annuity products in client solutions. The firm does not identify as an active ESG investor in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 40%, State & Local Bonds 39%, Exchange Traded Equities 14%, Cash & Cash Equivalents 4%, US Government Bonds 3%, Other 1%40%
  • Public Funds/Mutual Funds40%
  • State & Local Bonds39%
  • Exchange Traded Equities14%
  • Cash & Cash Equivalents4%
  • US Government Bonds3%

Contacts

3 of 5
  • Wesley Brown

    Wesley Brown

    Founder & PresidentCRD 5422855

  • Savannah Cooper

    Savannah Cooper

    Financial PlannerCRD 6584490

  • Jacqueline Kabel

    Jacqueline Kabel

    Senior Wealth ManagementCRD 6831858

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 47

Active vs passive

$137M in ETFs

Passive

42%

$57.2M

Active

58%

$80.2M

ETFProviderStyleCategoryValueShares% of portfolio
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF (AVDV)AvantisActiveForeign Small/Mid Value$25.3M245,63518.42%
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Location

Primary office

Knoxville, TN

Knox

Location

Knoxville, TN

Headquartered in Knoxville, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.

Metro area
Knoxville-Morristown-Sevierville, TN
Region
South
County
Knox
Address
4533 Papermill Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth