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| Keyboard |
| Cohen Capital Advisors LLC
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|---|---|
| CRD # | 339112 |
| SEC # | 801-135124 |
| CIK # | |
| AUM | 1,100.7 M (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 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Triasima Portfolio Management Inc
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1,105.3 M | |
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MI | 1,104.6 M |
|
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TX | 1,103.8 M |
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Integrity Advisory Solutions LLC
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IA | 1,103.5 M |
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Fusion Investment Advisors LLC
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TX | 1,102.9 M |
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Minneapolis Portfolio Management Group LLC
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MN | 1,101.4 M |
|
Bruni J V & Co
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CO | 1,097.9 M |
|
Stage Harbor Financial LLC
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MA | 1,097.2 M |
|
Towneley Capital Management Inc
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CA | 1,093.5 M |
|
PKS Advisory Services LLC
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NY | 1,093.3 M |