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Cogent Independent Advisors, Inc.

Cogent Independent Advisors, Inc.. CRD 161659

Cogent Independent Advisors, Inc. logo

CRD: 161659

Cogent Independent Advisors, Inc.

St. Augustine, FL
9042988282
www.cogentadvisors.com
$112.4M Total AUM
$112.4M Disc. AUM
-- 3Y CAGR
6 Employees
238 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Raymond James
Clients
Retail
Platforms
Unison
Established Date
05-22-2012
Office Locations
2

Office Locations

19501 East Mainstreet Ave. Suite 200 Parker CO
-- St. Augustine FL

About Cogent Independent Advisors, Inc.

Cogent Independent Advisors is an independent, fiduciary wealth manager providing evidence-based guidance, comprehensive financial planning, and ongoing portfolio management. The firm serves business owners, corporate executives, retirees, pre-retirees, and clients with sudden wealth, using an analytical, risk-managed asset-allocation approach to build and rebalance portfolios often implemented with ETFs and public funds. Part of the Cogent Group; relationships include Schwab and Raymond James.

Team overview

-- AVG AGE
$112.4M AVG AUM / ADVISOR
$472.5K AVG AUM / CLIENT
7.4 yrs AVG TENURE
6 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Harbor bridge Focus Frontier Meridian Timber focus Glacier quantum Momentum Crest Matrix horizon Peak frontier Matrix Beacon Momentum

Client Personas

Zenith ridge Foundation Legacy peak

Custodian

Frontier insight Delta legacy Glacier quantum Vector signal Crest radial Quantum

Investment Themes

Meridian Matrix timber Momentum harbor Quantum Peak vertex Vertex

Investment Vehicles

Insight vector Signal peak

Platform

Foundation

Services

Harbor ember Alpha vector Vector Peak frontier Vertex matrix Bridge Ember ember Matrix vertex Legacy north Frontier value Element Insight eagle Fusion Pathway atlas Delta vector

Technology

Focus value

Owner & Executives

KRISTOPHER LEE SCHNELL

KRISTOPHER LEE SCHNELL

President

CRD
#4820715
Ownership
75% or more
(281) 964-1521
zenith.insight@unisoncapital.com
in linkedin.com/in/value-catalyst
C

Carmen Caceres-Schnell

Chief Compliance Officer

CRD
--
Ownership
Less than 5%
(663) 537-8837
capital.oak@primecapital.com
in linkedin.com/in/zenith-wave

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-14-2026
Category Assets AVG. Account size
Discretionary $112,445,743 $251,556
Non-Discretionary $0 --
Total $112,445,743 $251,556

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Separately Managed Accounts

Total SMA Asset: $112,445,743

$112.4M Total SMA
Equity - Exchange:
17.0%
Public Funds:
18.3%
Cash:
18.5%
Corporate - Investment Grade:
18.7%
Municipal Bonds:
9.8%
U.S. Government/Agency:
17.7%
Asset class Assets Assets %
Equity - Exchange $571,310,636 17.0%
Public Funds $614,999,096 18.3%
Cash $621,720,398 18.5%
Corporate - Investment Grade $628,441,700 18.7%
Municipal Bonds $329,343,778 9.8%
U.S. Government/Agency $594,835,192 17.7%
Total $3,360,650,800 100.0%

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