| Name | Title | Ownership | Since |
|---|---|---|---|
| Carmen Caceres-Schnell Control | Cco | Under 5% | 2026 |
| Cogent Group, LLC Control | A Wyoming Limited Liability Company | Over 75% | 2023 |
| Kristopher Lee Schnell Control | President | Over 75% | 2012 |
Cogent Independent Advisors, Inc. reports $112.4 million in regulatory assets under management on its Form ADV.
Cogent Independent Advisors, Inc. reports 6 employees.
Cogent Independent Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 9042988282 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $112.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $112.4M |