KNOXVILLE, TNCRD 312899Latest ADV February 2, 2026
Cogentblue is an SEC registered investment adviser organized as a limited liability company with a primary office location in Knoxville, TN. Its latest Form ADV filing, dated February 2, 2026, reports $606M in regulatory assets under management, 5 employees, and 418 accounts.
Assets Under Management
$606M
Employees
5
Offices
--
Total Clients
118
Primary office
KNOXVILLE, TN
4533 PAPERMILL DRIVE, SUITE 105, KNOXVILLE, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.6% of total clients.
Top client categories% of clientsClients
1
Individuals
57.6%
68
2
HNWI
37.3%
44
3
Charitable
2.5%
3
4
Corporations
2.5%
3
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$606Mas of February 2, 2026
Discretionary99.9%
$605M
100% of total RAUM99.9%
Non-discretionary0.1%
$725K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$606M
Total Accounts418
10Y AUM Change+$506M (+502.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee24:1
10Y Employee Change0 (0.0%)
* 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.