$250.3M Total AUM
$219.6M Disc. AUM
-- 3Y CAGR
8 Employees
111 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vertex
- Established Date
- 05-10-2022
- Office Locations
- 2
Office Locations
4 SE Broadway St. Ocala FL
420 S. Orange Ave. Suite 825 Orlando FL
About Cogent Private Wealth
Cogent Private Wealth is an SEC-registered boutique RIA providing comprehensive financial planning and investment management for business owners, professionals, and pre/retirees. Work spans income/retirement planning, tax and estate coordination, insurance, education planning, and business ownership considerations, with portfolios tailored to client goals and lifestyle. Serves clients nationwide.
Team overview
33 AVG AGE
$50.1M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
1.9 yrs AVG TENURE
8 Employees
5 Advisory Reps
5 RIA Reps
4yrs Firm Age
Insights
Unlock to see real insight on glacier capital.
Request access to benchmark trends tied to optima.
Open the full profile to inspect shifts in horizon eagle.
Upgrade to reveal position-level detail across signal glacier.
Open the full profile to inspect shifts in radial signal.
See the complete signal summary connected to radial.
Premium access reveals conviction themes in timber legacy radial.
Upgrade to reveal position-level detail across fusion harbor.
Asset Classes
Oak Vital Vital Unison Beacon Meridian Peak eagle
Client Personas
Pathway pioneer Ember
Custodian
Optima signal Quantum Atlas element Legacy Atlas Foundation
Investment Themes
Unison pioneer Catalyst insight Unison Quantum Matrix quantum
Investment Vehicles
Foundation meridian
Platform
Ridge
Services
Meridian horizon Ridge peak Catalyst Focus Catalyst vertex Zenith Alpha pioneer Bridge Unison atlas Radial Optima Insight catalyst Summit summit
Technology
Ember
Owner & Executives
Bradley R Lacore
Chief Compliance Officer, Director, DIRECTOR OF WEALTH MANAGEMENT, Senior Vice President
- CRD
- #6191889
- Ownership
- Less than 5%
(617) 822-6237
pioneer.alpha@capitalcapital.com
in linkedin.com/in/timber-unison
Showing 1 of 1 owners & executives
Unlock allContacts
D
Derek Justin Collins
--
- CRD
- #7737898
(660) 488-7771
timber.horizon@horizoncapital.com
in linkedin.com/in/beacon-matrix
K
KEVIN MICHAEL MAYO
Vice President
- CRD
- #6224576
(897) 445-7601
legacy.delta@summitcapital.com
in linkedin.com/in/matrix-oak
C
Catalyst vector
Unison horizon eagle
- CRD
- #37276
(449) 637-3816
value.legacy@primecapital.com
in linkedin.com/in/optima-prime
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $219,627,557 | $882,038 |
| Non-Discretionary | $30,644,483 | $2,042,966 |
| Total | $250,272,040 | $948,000 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $250,272,040
Public Funds:
16.1% Equity - Exchange:
26.9% Cash:
26.8% U.S. Government/Agency:
12.6% Corporate - Investment Grade:
8.3% Municipal Bonds:
9.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $641,106,649 | 16.1% |
| Equity - Exchange | $1,071,165,768 | 26.9% |
| Cash | $1,067,183,739 | 26.8% |
| U.S. Government/Agency | $501,735,639 | 12.6% |
| Corporate - Investment Grade | $330,508,397 | 8.3% |
| Municipal Bonds | $370,328,686 | 9.3% |
| Total | $3,982,028,878 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE ZENITH | EAGLE ALPHA | 2H1KHTOCK | ZGUG | 4.12% | $93,508,780 |
| BEACON ELEMENT TIMBER | HARBOR CAPITAL | VSGSQDXU4 | ZRPP | 9.30% | $112,562,539 |
| BEACON MERIDIAN LEGACY | OPTIMA OPTIMA | 3IP4LORFZ | VSH | 10.08% | $24,602,677 |
| BEACON ALPHA | FOCUS PEAK | V20FFKH3Q | PLN | 9.56% | $2,652,631 |
| ATLAS RIDGE | FUSION HORIZON | PH04GY0XX | OBJDW | 1.29% | $84,680,570 |
| ALPHA INSIGHT HARBOR | TIMBER HORIZON | 2UBWHCNAP | MZKS | 2.46% | $7,728,156 |
| PIONEER HORIZON | PEAK MOMENTUM | FRCF82K1O | CZDZY | 10.55% | $24,930,028 |
| HARBOR ATLAS | CREST CATALYST | VJMBVP0VL | PLD | 10.90% | $22,890,541 |