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| Cogent Strategic Wealth LLC
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|---|---|
| CRD # | 152715 |
| SEC # | 801-110446 |
| CIK # | 0002106852 |
| AUM | 336.0 M (2026-03-12) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 312-382-8388 |
| Address | 77 West Wacker Drive Chicago, IL 60601 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 1.2 | ||
| Microsoft Corp | 1.1 | ||
| Apple Inc | 0.9 | ||
| Nvidia Corp | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| J P Morgan Chase & Co | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 6.2 |
| (b) Individuals (high net worth individuals) | 73 | 329.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 446 | 336.0 |
| By Discretionary | ||
| Discretionary | 446 | 336.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 446 | 336.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 336.0 | |
| Total | 446 | 336.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002106852] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
WrapManager Inc
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CA | 336.7 M |
|
Kilner Capital Advisors LLC
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|
MD | 336.7 M |
|
ADG Wealth Management Group LLC
✚
|
LA | 336.3 M |
|
Capital Ideas LLC
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|
TX | 336.2 M |
|
Bennett Selby Investments Limited Partnership
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335.9 M | |
|
Shared Vision Wealth Group LLC
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|
335.9 M | |
|
Mid-American Wealth Advisory Group Inc
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|
MO | 335.6 M |
|
Pollock Investment Advisors LLC
✚
|
MI | 335.5 M |
|
Personal Financial Profiles Inc
✚
|
FL | 335.3 M |
|
The Menard Financial Group LLC
✚
|
TX | 335.3 M |