Cogent Private Wealth, Inc.
● SEC registered since 2025CRD 319092SEC# 801-132819Orlando, FL
Reg. AUM
$250.3M
Employees
8
Accounts
264
Location
Orlando, FL
Cogent Private Wealth, Inc. assets under management
Cogent Private Wealth, Inc. is an SEC-registered investment adviser based in Orlando, FL. The firm has been registered since 2025. It reports $250.3 million in regulatory assets under management and employs 8 people.
Cogent Private Wealth, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley R Lacore Control | Svp, Director Of Wealth Management And Cco | Under 5% | 2024 |
| Cogent Bancorp, Inc. Control | Owner | Over 75% | 2022 |
Frequently asked questions
How much does Cogent Private Wealth, Inc. manage?
Cogent Private Wealth, Inc. reports $250.3 million in regulatory assets under management on its Form ADV.
How many employees does Cogent Private Wealth, Inc. have?
Cogent Private Wealth, Inc. reports 8 employees.
Where is Cogent Private Wealth, Inc. located?
Cogent Private Wealth, Inc. is based in Orlando, FL and has been SEC-registered since 2025.
Does Cogent Private Wealth, Inc. disclose fund performance?
Cogent Private Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 420 S. Orange Ave., Suite 825, Orlando, FL 32801 |
| Phone | (407) 887-4965 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$250.3M▲ 77%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$250.3Mregulatory AUM
Discretionary $219.6MNon-discretionary $30.6M