Cogent Independent Advisors, Inc.
● SEC registered since 2026CRD 161659SEC# 801-135773
Reg. AUM
$112.4M
Employees
6
Accounts
447
Location
—
Cogent Independent Advisors, Inc. assets under management
Cogent Independent Advisors, Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2026. It reports $112.4 million in regulatory assets under management and employs 6 people.
Cogent Independent Advisors, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carmen Caceres-Schnell Control | Cco | Under 5% | 2026 |
| Cogent Group, LLC Control | A Wyoming Limited Liability Company | Over 75% | 2023 |
| Kristopher Lee Schnell Control | President | Over 75% | 2012 |
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Join to unlock · $37/moFrequently asked questions
How much does Cogent Independent Advisors, Inc. manage?
Cogent Independent Advisors, Inc. reports $112.4 million in regulatory assets under management on its Form ADV.
How many employees does Cogent Independent Advisors, Inc. have?
Cogent Independent Advisors, Inc. reports 6 employees.
Does Cogent Independent Advisors, Inc. disclose fund performance?
Cogent Independent Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 9042988282 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$112.4MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$112.4Mregulatory AUM
Discretionary $112.4M