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Cohen Capital Advisors, LLC

● SEC registered since 2026CRD 339112SEC# 801-135124Marshfield, MA
Export (members)
Reg. AUM
Employees
7
Accounts
Location
Marshfield, MA

Cohen Capital Advisors, LLC assets under management

Cohen Capital Advisors, LLC is an SEC-registered investment adviser based in Marshfield, MA. The firm has been registered since 2026. It employs 7 people.

Cohen Capital Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
Benjamin Cohen ControlPrincipalUnder 5%2025
Christopher Edward Winn ControlChief Compliance OfficerUnder 5%2025
RIA Ventures, LLC ControlManaging Member / ParentOver 75%2025
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Frequently asked questions

How many employees does Cohen Capital Advisors, LLC have?

Cohen Capital Advisors, LLC reports 7 employees.

Where is Cohen Capital Advisors, LLC located?

Cohen Capital Advisors, LLC is based in Marshfield, MA and has been SEC-registered since 2026.

Does Cohen Capital Advisors, LLC disclose fund performance?

Cohen Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address892 Plain Street, Suite 10, Marshfield, MA 02050
Phone(312) 477-3155
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo