COGENTBLUE
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
FINTRXOverview
Cogentblue is an independent registered investment advisor organized as an LLC and registered with the SEC in 2022. The firm acts as a capital allocator for both individual/family and institutional clients, combining advisory services with insurance brokerage activity. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of outside advisers. Fee arrangements vary by client and include a percentage of assets under management, hourly billing, and fixed fees. The firm does not identify as an active ESG investor.
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 Funds40%
- State & Local Bonds39%
- Exchange Traded Equities14%
- Cash & Cash Equivalents4%
- US Government Bonds3%
Contacts
3 of 5WESLEY BROWN
Founder & PresidentCRD 5422855
Savannah Cooper
Financial PlannerCRD 6584490
Jacqueline Kabel
Senior Wealth ManagementCRD 6831858
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$122M in ETFs
40%
$48.7M
60%
$73.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF (AVDV) | Avantis | Active | Foreign Small/Mid Value | $25.9M | 259,429 | 21.17% |
Location
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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