COHEN CAPITAL MANAGEMENT INC

RIASEC RegisteredEst. 1995

Total AUM

$1B

Discretionary

$1B

100% of AUM

Avg account

$9.1M

Accounts

110

Employees

Advisory reps

Firm details

Headquarters: CORTE MADERA, California
CRD number: 107903
Registered since: June 5, 1995
Custodians: CHARLES SCHWAB & CO., INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Other
Client types: HNWI70.47%
Corporations / Businesses22.13%
Charitable Organizations5.88%
Pension & Profit Sharing Plans0.78%
Individuals0.54%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Cohen Capital Management Inc is an independent, owner-operated registered investment adviser that focuses on discretionary portfolio management and financial planning for individuals, families and select institutional clients. The firm leans toward equity-centered portfolios, with a clear preference for exchange-traded equities, and applies active security selection across U.S.-listed stocks and ETFs. Fee arrangements are primarily a percentage of assets under management, supplemented by other fee structures as needed for specific clients or services. Cohen Capital Management does not identify as an active ESG investor. Its advisory scope centers on personalized wealth management for high-net-worth individuals and small-business owners, combining ongoing portfolio oversight with planning services. The firm has been SEC-registered since 1995 and presents itself as a traditional RIA rather than a multi-state or pension consulting specialist.