$165.4M Total AUM
$165.4M Disc. AUM
-- 3Y CAGR
2 Employees
139 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-20-2010
- Office Locations
- 1
Office Locations
200 Barr Harbor Drive Ste. West Conshohocken PA
About Kagan Cocozza Asset Management
Kagan Cocozza Asset Management (KCAM) is an SEC-registered RIA providing asset management and financial planning, including insurance and life insurance planning. The firm serves retail clients such as entrepreneurs, building portfolios with mutual funds, ETFs and fixed income, and applying asset allocation and risk management with select alternative and annuity exposures. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$82.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
16 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
M
MICHAEL TIMOTHY COCOZZA
Chief Compliance Officer, President
- CRD
- #5305966
- Ownership
- 75% or more
Available
Available
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L
LAURENCE MICHAEL KAGAN
Financial Advisor
- CRD
- #5298126
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $165,395,938 | $394,740 |
| Non-Discretionary | $0 | -- |
| Total | $165,395,938 | $394,740 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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