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COGENT INDEPENDENT ADVISORS, INC.

· CRD 161659 · IAPD ↗ · cogentadvisors.com · (904) 298-8282

$112.4MRegulatory AUM
1Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — COGENT INDEPENDENT ADVISORS, INC. (location n/a) is newly SEC-registered with $112.4M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.