# Cognition Financial LLC

> Cognition Financial LLC is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 330292
- Filed as: COGNITION FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330292
- AdvisorCensus page: https://advisorcensus.com/firm/cognition-financial-llc-330292

## Quick answers

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

**Is Cognition Financial LLC registered with the SEC or a state?**
Cognition Financial LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330292.

**How much does Cognition Financial LLC manage?**
Cognition Financial LLC reports $7,515,837 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (83% discretionary).

**What types of clients does Cognition Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (23); high net worth individuals (3).

**Does Cognition Financial 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/330292

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $7,515,837
- Discretionary: $6,202,358
- Non-discretionary: $1,313,479

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $3,445,155 |
| High net worth individuals | 3 | $4,070,682 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cognition.financial
- LinkedIn @cognition-financial
- LinkedIn @jasonallenmarsh
- X @JasonMarsh3434

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cognition Financial LLC (CRD 330292): Form ADV filing data as of October 2026.