Cogent Strategic Wealth LLC
● SEC registered since 2017CRD 152715SEC# 801-110446Chicago, IL
Reg. AUM
$336M
Employees
4
Accounts
446
Location
Chicago, IL
Cogent Strategic Wealth LLC assets under management
Cogent Strategic Wealth LLC is a registered investment adviser overseen by the SEC based in Chicago, IL. The firm has been registered since 2017. It reports $336 million in regulatory assets under management and employs 4 people.
Cogent Strategic Wealth LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kelly Marie Stanley Control | Member | 10-25% | 2021 |
| Michael J. Evans Control | Managing Member/President & Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does Cogent Strategic Wealth LLC manage?
Cogent Strategic Wealth LLC reports $336 million in regulatory assets under management on its Form ADV.
How many employees does Cogent Strategic Wealth LLC have?
Cogent Strategic Wealth LLC reports 4 employees.
Where is Cogent Strategic Wealth LLC located?
Cogent Strategic Wealth LLC is based in Chicago, IL and has been SEC-registered since 2017.
Does Cogent Strategic Wealth LLC disclose fund performance?
Cogent Strategic Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 77 West Wacker Drive, Suite 4500, Chicago, IL 60601 |
| Phone | 312-382-8388 |
| Fax | 312-382-8388 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$336M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$336Mregulatory AUM
Discretionary $336M