{
  "crd_number": 312899,
  "slug": "cogentblue-knoxville-tn-312899",
  "primary_business_name": "COGENTBLUE",
  "legal_name": "COGENTBLUE WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Knoxville",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "28940",
  "metro": {
    "cbsa_code": "28940",
    "common_name": "Knoxville",
    "msa_name": "Knoxville, TN",
    "path": "/advisors/tn/knoxville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-05-26",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-09-10",
  "carried_forward": false,
  "raum_total": 606032219.0,
  "raum_discretionary": 605307273.0,
  "raum_non_discretionary": 724946.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 131981294.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 33477368.0,
      "count": 68
    },
    "high_net_worth_individuals": {
      "raum": 440060885.0,
      "count": 44
    },
    "corporations_other_businesses": {
      "raum": 512672.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "GA",
    "LA",
    "MA",
    "ME",
    "MS",
    "NH",
    "PA",
    "TN",
    "TX"
  ],
  "websites": [
    "https://cogentbluewealth.com",
    "https://linkedin.com/company/cogentbluewealth",
    "https://linkedin.com/in/wesbrowncfp"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312899",
  "city_as_filed": "KNOXVILLE",
  "url": "https://advisorcensus.com/firm/cogentblue-knoxville-tn-312899",
  "display_name": "Cogentblue",
  "summary": "Cogentblue is an SEC-registered investment advisory firm in Knoxville, TN, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 10, 2026.",
  "citation": "AdvisorCensus. Cogentblue (CRD 312899): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Cogentblue compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cogentblue reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Cogentblue charge?",
      "a": "Its Form ADV Part 2A brochure dated January 30, 2026 states: Subscription: $10,000 to $20,000 a year (Ongoing Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Cogentblue located?",
      "a": "Cogentblue's principal office is in Knoxville, TN, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Cogentblue registered with the SEC or a state?",
      "a": "Cogentblue is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 312899."
    },
    {
      "q": "How much does Cogentblue manage?",
      "a": "Cogentblue reports $606,032,219 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have Cogentblue's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Cogentblue: Regulatory assets under management: $100,524,667 in the October 2022 data and $606,032,219 in the October 2026 data, up 503%. Total employees: 5 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Cogentblue serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (68); high net worth individuals (44); charitable organizations (3)."
    },
    {
      "q": "Which custodians does Cogentblue use?",
      "a": "Cogentblue's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Cogentblue report any disciplinary disclosures?",
      "a": "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/312899"
    },
    {
      "q": "Does Cogentblue state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 30, 2026 says: \"We do not have a minimum account size requirement.\""
    },
    {
      "q": "What changed in Cogentblue's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Added an office in Glouster, MA. Registered or notice-filed in MA, TX."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 100524667.0,
      "total_employees": 5,
      "filing_date": "2022-08-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 105891151.0,
      "total_employees": 2,
      "filing_date": "2023-03-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 625792706.0,
      "total_employees": 4,
      "filing_date": "2024-08-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 566021606.0,
      "total_employees": 4,
      "filing_date": "2025-07-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 606032219.0,
      "total_employees": 5,
      "filing_date": "2026-09-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Added an office in Glouster, MA.",
        "Registered or notice-filed in MA, TX."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in PA."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.G)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Registered or notice-filed in CO."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $10,000 to $20,000 a year (Ongoing Financial Planning)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have a minimum account size requirement."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $10,000 to $20,000 a year (Ongoing Financial Planning)"
        ],
        "quotes": [
          "Ongoing Financial Planning consists of an annual fee ranging between $10,000 and $20,000 paid quarterly, in advance."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": null,
          "min": 10000.0,
          "max": 20000.0,
          "period": "annual",
          "service": "Ongoing Financial Planning"
        }
      ]
    },
    "quotes": [
      "We do not have a minimum account size requirement.",
      "Ongoing Financial Planning consists of an annual fee ranging between $10,000 and $20,000 paid quarterly, in advance."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/cogentblue-knoxville-tn-312899.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 68,
      "fewer_than_5": false,
      "raum": 33477368.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 44,
      "fewer_than_5": false,
      "raum": 440060885.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 131981294.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 512672.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312899",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}