Cohen Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bedford, NH. Its latest Form ADV filing, dated March 27, 2026, reports $259M in regulatory assets under management, 7 employees, 4 offices, and 919 accounts.
Assets Under Management
$259M
Employees
7
Offices
4 offices
Total Clients
251
Primary office
BEDFORD, NH
264 SOUTH RIVER ROAD, SUITE 414, BEDFORD, NH, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.8% of total clients.
Top client categories% of clientsClients
1
Individuals
61.8%
155
2
HNWI
32.7%
82
3
Corporations
3.2%
8
4
Pension Plans
2.0%
5
5
Pooled Investment Vehicles
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$259Mas of March 27, 2026
Discretionary100.0%
$259M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$259M
Total Accounts919
10Y AUM Change+$150M (+137.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee36:1
10Y Employee Change+4 (+133.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.