$7.5M Total AUM
$6.2M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Radial
- Established Date
- 03-14-2024
- Office Locations
- 1
Office Locations
-- Dublin OH
About Cognition Financial LLC
Cognition Financial is an independent, fee-only fiduciary RIA in Dublin, Ohio providing personalized financial planning for entrepreneurs and small business owners. Services include budgeting and cash-flow management, investment guidance, tax strategies, retirement planning, and asset protection, with ongoing support and coordination with clients’ CPAs and attorneys.
Team overview
-- AVG AGE
$7.5M AVG AUM / ADVISOR
$250.5K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Matrix Optima atlas Pioneer peak
Client Personas
Zenith Capital crest
Custodian
Delta pioneer Capital focus Radial summit Signal harbor
Fund Managers
Alpha fusion
Investment Themes
Alpha Prime insight Delta pioneer Fusion meridian North prime
Investment Vehicles
Summit foundation Pathway radial
Services
Quantum Pioneer Vital Alpha wave Frontier radial
Technology
Horizon horizon
Owner & Executives
J
Jason A Marsh
Chief Compliance Officer, Owner
- CRD
- #7566155
- Ownership
- 75% or more
(889) 855-6388
element.frontier@catalystcapital.com
in linkedin.com/in/element-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,202,358 | -- |
| Non-Discretionary | $1,313,479 | -- |
| Total | $7,515,837 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,515,837
Public Funds:
31.1% Cash:
34.6% Equity - Exchange:
34.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,689,774,569 | 31.1% |
| Cash | $2,992,482,318 | 34.6% |
| Equity - Exchange | $2,966,535,939 | 34.3% |
| Total | $8,648,792,826 | 100.0% |