This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Capital Group ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-22-2003
- Office Locations
- 1
Office Locations
About Cogent Capital Group
Cogent Capital Group is a commercial real estate development and asset management firm with private equity/REIT experience, with a track record spanning 4M+ sq ft of storage, industrial, and multifamily projects and an active pipeline across multiple U.S. markets. Public profile data also indicates an RIA arm providing portfolio construction and financial planning for entrepreneurs, with ETF- and U.S. government bond-oriented allocations via Black Diamond (Fidelity/NFS custody).
Reported data analysis
What the numbers show
Of the latest reported AUM, 48.4% is discretionary and 51.6% is non-discretionary.
The firm reports 1 advisory representatives and 23 clients, or 23 clients per representative. That equates to $3.8M in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on April 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Cogent Capital Group's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Cogent Capital Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SOLEYMAN FOROUZAN
PRINCIPAL
- CRD
- #4630951
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,722,508 | -- |
| Non-Discretionary | $45,542,985 | -- |
| Total | $88,265,493 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Cogent Capital Group has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.