$336.0M Total AUM
$336.0M Disc. AUM
17.4% 3Y CAGR
4 Employees
102 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Optima crestMeridian +more
- Established Date
- 02-03-2010
- Office Locations
- 1
Office Locations
77 West Wacker Drive Suite 4500 Chicago IL
About Cogent Strategic Wealth LLC
Cogent Strategic Wealth is a Chicago-based RIA providing wealth management and financial planning for highly successful individuals and business owners, with retirement and tax-aware planning at the core. The firm builds and manages portfolios using a systematic, research-based Evidence-Driven Investing approach and invests alongside clients. Custody is available through providers such as Schwab.
Team overview
45 AVG AGE
$168.0M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
13.7 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Capital Radial Foundation Delta
Client Personas
Focus crest Ridge ember Prime
CRM
Value
Custodian
Fusion vector Unison Quantum Delta
Fund Managers
Momentum
Investment Themes
Summit Frontier pioneer Capital timber Alpha Atlas Beacon atlas
Investment Vehicles
Ridge harbor
Platform
Catalyst alpha
Services
Zenith Meridian horizon Crest vector Peak Signal ember Summit catalyst Frontier Quantum insight Pioneer Harbor Matrix
Technology
Beacon foundation Eagle capital Bridge
Owner & Executives
MICHAEL J. EVANS
Chief Compliance Officer, Managing Member, President, Wealth Advisor
- CRD
- #5751636
- Ownership
- 75% or more
(565) 636-3454
beacon.eagle@legacycapital.com
in linkedin.com/in/fusion-fusion
KELLY MARIE STANLEY
Wealth Advisor
- CRD
- #5582143
- Ownership
- 10% but less than 25%
(812) 682-3639
crest.summit@vertexcapital.com
in linkedin.com/in/eagle-zenith
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $336,022,621 | $753,414 |
| Non-Discretionary | $0 | -- |
| Total | $336,022,621 | $753,414 |
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Separately Managed Accounts
Total SMA Asset: $336,022,621
Public Funds:
28.8% Equity - Exchange:
9.9% Municipal Bonds:
20.2% Cash:
16.0% U.S. Government/Agency:
25.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,213,428,563 | 28.8% |
| Equity - Exchange | $760,866,069 | 9.9% |
| Municipal Bonds | $1,552,474,201 | 20.2% |
| Cash | $1,229,682,535 | 16.0% |
| U.S. Government/Agency | $1,929,064,477 | 25.1% |
| Total | $7,685,515,845 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH BEACON QUANTUM | FUSION CATALYST | W8HX6RWC7 | MUB | 6.95% | $75,787,507 |
| LEGACY RADIAL | NORTH VITAL | UZZEBCO5I | EVP | 4.33% | $50,785,631 |
| MERIDIAN FOUNDATION SIGNAL | OPTIMA UNISON | 67UA14CZS | XBEL | 4.27% | $90,963,304 |
| DELTA CREST WAVE | ATLAS GLACIER | UDPMZJLQL | AVSQ | 6.72% | $43,315,746 |
| PIONEER HORIZON MERIDIAN | FOUNDATION FUSION | G7U3SWPBV | ZWUT | 0.67% | $62,376,666 |
| CAPITAL DELTA | PATHWAY VITAL | 6XDTKJQAL | TTOWA | 9.59% | $115,803,335 |
| INSIGHT ATLAS WAVE | SUMMIT VITAL | U2VOY51XU | CVG | 8.33% | $8,716,375 |
| FUSION RIDGE | VERTEX ALPHA | 8AZGNLJZ2 | EEGPH | 0.63% | $71,255,328 |