# Cogent Private Wealth

> Cogent Private Wealth is an SEC-registered investment advisory firm in Orlando, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 319092
- Filed as: COGENT PRIVATE WEALTH
- Legal name: Cogent Private Wealth, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319092
- AdvisorCensus page: https://advisorcensus.com/firm/cogent-private-wealth-orlando-fl-319092

## Quick answers

**How is Cogent Private Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Cogent Private Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Cogent Private Wealth located?**
Cogent Private Wealth's principal office is in Orlando, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Cogent Private Wealth registered with the SEC or a state?**
Cogent Private Wealth is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 319092.

**How much does Cogent Private Wealth manage?**
Cogent Private Wealth reports $250,272,040 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (88% discretionary).

**How have Cogent Private Wealth's assets and staff changed since 2025?**
In the Form ADV data for Cogent Private Wealth: Regulatory assets under management: $141,498,000 in the October 2025 data and $250,272,040 in the October 2026 data, up 77%. Total employees: 5 in October 2025 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cogent Private Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (47); individuals (other than high net worth individuals) (38); pension and profit sharing plans (but not the plan participants or government pension plans) (14).

**Which custodians does Cogent Private Wealth use?**
Cogent Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Cogent Private Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319092

**What changed in Cogent Private Wealth's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $141,498,000 to $250,272,040 (+77%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $250,272,040
- Discretionary: $219,627,557
- Non-discretionary: $30,644,483

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $23,694,874 |
| High net worth individuals | 47 | $166,801,255 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 14 | $32,656,203 |
| Charitable organizations | 6 | $8,001,116 |
| Corporations or other businesses not listed above | 5 | $19,118,592 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Ocala, FL

### Websites listed on Form ADV (Item 1.I)
- cogentprivatewealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $141,498,000 | 5 | April 18, 2025 |
| October 2026 | $250,272,040 | 8 | March 24, 2026 |

Regulatory assets under management: $141,498,000 in the October 2025 data and $250,272,040 in the October 2026 data, up 77%.
Total employees: 5 in October 2025 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $141,498,000 to $250,272,040 (+77%).

### December 2025
- Employees performing advisory functions went from 4 to 5.
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cogent Private Wealth (CRD 319092): Form ADV filing data as of October 2026.