|
⚲
|
| Cohen Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 339112 |
| SEC # | 801-135124 |
| CIK # | |
| AUM | $1.1 B (2026-05-04) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 312-477-3155 |
| Address | 303 East Wacker Drive Chicago, IL 60601 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 477 | 108.5 |
| (b) Individuals (high net worth individuals) | 980 | 980.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 5.6 |
| (h) Charitable organizations | 2 | 3.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,478 | 1,100.7 |
| By Discretionary | ||
| Discretionary | 1,424 | 951.4 |
| Non-Discretionary | 54 | 149.3 |
| Total | 1,478 | 1,100.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,100.7 | |
| Total | 1,478 | 1,100.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Triasima Portfolio Management Inc
✚
|
1.1 | |
|
Financial Advisory Corporation
✚
|
MI | 1.1 |
|
The Clarus Group Inc
✚
|
TX | 1.1 |
|
Integrity Advisory Solutions LLC
✚
|
IA | 1.1 |
|
Fusion Investment Advisors LLC
✚
|
TX | 1.1 |
|
Minneapolis Portfolio Management Group LLC
✚
|
MN | 1.1 |
|
Bruni J V & Co
✚
|
CO | 1.1 |
|
Stage Harbor Financial LLC
✚
|
MA | 1.1 |
|
Towneley Capital Management Inc
✚
|
CA | 1.1 |
|
PKS Advisory Services LLC
✚
|
NY | 1.1 |