COHEN CAPITAL

RIASEC RegisteredEst. 2026

Total AUM

$1.1B

Discretionary

$951M

86% of AUM

Avg account

$745K

Accounts

1,478

Employees

Advisory reps

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 339112
Registered since: January 9, 2026
Website: www.coheninvest.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI89.05%
Individuals9.85%
Pension & Profit Sharing Plans0.51%
Charitable Organizations0.34%
Corporations / Businesses0.25%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cohen Capital is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm reports SEC registration in 2026 and positions itself as a capital allocator that serves both individual and family clients as well as institutional investors. Its advisory offerings emphasize financial planning, discretionary portfolio management for individuals and small businesses, and selection of third-party advisers. Fee arrangements include both percentage-of-AUM and fixed-fee structures. The firm does not identify as an active ESG investor.