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COHEN INVESTMENT ADVISORS, LLC

BEDFORD, NH · CRD 168595 · IAPD ↗ · investwithcohen.com · (603) 232-8350

$259.3MRegulatory AUM
4Advisory reps
7Employees
0Clients
251-500Planning clients
1Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — COHEN INVESTMENT ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
February 2026 — COHEN INVESTMENT ADVISORS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
June 2025 — COHEN INVESTMENT ADVISORS, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — COHEN INVESTMENT ADVISORS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2025 — COHEN INVESTMENT ADVISORS, LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2024 — COHEN INVESTMENT ADVISORS, LLC reported RAUM up 26% ($149.8M -> $188.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — COHEN INVESTMENT ADVISORS, LLC now reports custody of client assets ($12.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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