# Cogent Investment Advisors LLC

> Cogent Investment Advisors LLC is a state-registered investment advisory firm in San Francisco, CA, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 287773
- Filed as: COGENT INVESTMENT ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287773
- AdvisorCensus page: https://advisorcensus.com/firm/cogent-investment-advisors-llc-san-francisco-ca-287773

## Quick answers

**How is Cogent Investment Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cogent Investment Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cogent Investment Advisors LLC located?**
Cogent Investment Advisors LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Cogent Investment Advisors LLC registered with the SEC or a state?**
Cogent Investment Advisors LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 287773.

**How much does Cogent Investment Advisors LLC manage?**
Cogent Investment Advisors LLC reports $17,120,070 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary).

**What types of clients does Cogent Investment Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6).

**Does Cogent Investment Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/287773

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $17,120,070
- Discretionary: $17,120,070
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,699,970 |
| High net worth individuals | 6 | $15,420,100 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cogentinv.com
- cogentinvestmentadvisors.com
- nextdoor.com/pages/cogent-investment-advisors-llc-san-francisco-ca
- LinkedIn @cogent-investment-advisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cogent Investment Advisors LLC (CRD 287773): Form ADV filing data as of October 2026.