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Cognitiant Registered Investment Advisors

Portland, ORState-registered investment adviserCRD 152295

Filed as COGNITIANT REGISTERED INVESTMENT ADVISORS · Legal name Cognitiant Inc

Cognitiant Registered Investment Advisors is a state-registered investment advisory firm in Portland, OR, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 16, 2026.

16 years
registered since 2010
$40,000,000
assets under management
2 arrangements
Percentage of assets, Hourly
None
disclosure items (Item 11)

Quick answers

From the filing

How is Cognitiant Registered Investment Advisors compensated?

On its Form ADV (Item 5.E, October 2026), Cognitiant Registered Investment Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges.

Where is Cognitiant Registered Investment Advisors located?

Cognitiant Registered Investment Advisors' principal office is in Portland, OR, according to its Form ADV.

Is Cognitiant Registered Investment Advisors registered with the SEC or a state?

Cognitiant Registered Investment Advisors is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 152295.

How much does Cognitiant Registered Investment Advisors manage?

Cognitiant Registered Investment Advisors reports $40,000,000 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (100% discretionary).

What types of clients does Cognitiant Registered Investment Advisors serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (68); high net worth individuals (14).

Does Cognitiant Registered Investment Advisors 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/152295

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$40,000,000

$40,000,000 as of October 2026, filing dated June 16, 2026.

Discretionary: $40,000,000.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 68 Assets $2,000,000 (5%)
High net worth individuals
Clients 14 Assets $38,000,000 (95%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Legal name
Cognitiant Inc
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2010 (16 years)
Employees
Total: 2. Performing investment advisory functions: 2.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
OR

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
cognitiant.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Cognitiant Registered Investment Advisors (CRD 152295): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/cognitiant-registered-investment-advisors-portland-or-152295