Cogent Private Wealth is an SEC registered investment adviser organized as a corporation with a primary office location in Orlando, FL. Its latest Form ADV filing, dated March 24, 2026, reports $250M in regulatory assets under management, 8 employees, 1 office, and 264 accounts.
Assets Under Management
$250M
Employees
8
Offices
1 office
Total Clients
110
Primary office
ORLANDO, FL
420 S. ORANGE AVE., SUITE 825, ORLANDO, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 42.7% of total clients.
Top client categories% of clientsClients
1
HNWI
42.7%
47
2
Individuals
34.5%
38
3
Pension Plans
12.7%
14
4
Charitable
5.5%
6
5
Corporations
4.5%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$250Mas of March 24, 2026
Discretionary87.8%
$220M
88% of total RAUM87.8%
Non-discretionary12.2%
$31M
12% of total RAUM12.2%
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.
Total AUM$250M
Total Accounts264
10Y AUM Change+$109M (+76.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee14:1
10Y Employee Change+3 (+60.0%)
* 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.