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Cohen Capital Advisors, LLC

● SEC registered since 2026CRD 339112SEC# 801-135124Chicago, IL
Export (members)
Reg. AUM
$1.1B
Employees
11
Accounts
1,478
Location
Chicago, IL

Cohen Capital Advisors, LLC assets under management

Cohen Capital Advisors, LLC is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2026. It reports $1.1 billion in regulatory assets under management and employs 11 people.

Cohen Capital Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Benjamin Cohen ControlManaging Member / Managing PartnerOver 75%2025
Jonathan G KastingChief Compliance OfficerUnder 5%2026
Molly Dierks ControlManaging Director / CooUnder 5%2025

Frequently asked questions

How much does Cohen Capital Advisors, LLC manage?

Cohen Capital Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Cohen Capital Advisors, LLC have?

Cohen Capital Advisors, LLC reports 11 employees.

Where is Cohen Capital Advisors, LLC located?

Cohen Capital Advisors, LLC is based in Chicago, IL and has been SEC-registered since 2026.

Does Cohen Capital Advisors, LLC disclose fund performance?

Cohen Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address303 East Wacker Drive, Suite 2103, Chicago, IL 60601
Phone(312) 477-3155
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.1BNo change
May '26 — $1.1BJun '26 — $1.1B
May '26Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers

Assets under management

$1.1Bregulatory AUM
Discretionary $951.4MNon-discretionary $149.3M