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- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-29-2014
- Office Locations
- 1
Office Locations
About Alexander D Cohen Investments, LLC
Alexander D Cohen Investments, LLC is a Dallas-based RIA. The firm has been operating for 12 years. Managing $6.9M in total assets under management, with 2 advisory representatives. They custody assets with Axos and Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 2 advisory representatives and 22 clients, or 11 clients per representative. That equates to $313.6K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Themes
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Owner & Executives
ALEXANDER DENTON COHEN
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #6310702
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MARK ANTHONY SHELTON
--
- CRD
- #1808199
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,900,114 | -- |
| Total | $6,900,114 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Alexander D Cohen Investments, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.