| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley R Lacore Control | Svp, Director Of Wealth Management And Cco | Under 5% | 2024 |
| Cogent Bancorp, Inc. Control | Owner | Over 75% | 2022 |
Cogent Private Wealth, Inc. reports $141.5 million in regulatory assets under management on its Form ADV.
Cogent Private Wealth, Inc. reports 5 employees.
Cogent Private Wealth, Inc. is based in Orlando, FL and has been SEC-registered since 2025.
Cogent Private Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 420 S. Orange Ave., Suite 825, Orlando, FL 32801 |
| Phone | (407) 887-4965 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $104.9M |
| Non-discretionary | $36.6M |
| Total (RAUM) | $141.5M |