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Kagan Cocozza Asset Management

Kagan Cocozza Asset Management. CRD 154321

Kagan Cocozza Asset Management logo

CRD: 154321

Kagan Cocozza Asset Management

$165.4M Total AUM
$165.4M Disc. AUM
-- 3Y CAGR
2 Employees
139 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
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.

Reported data analysis

What the numbers show

Between June 11, 2025 and January 21, 2026, reported AUM increased 18.3%, from $139.8M to $165.4M.

Across 5 reported observations, AUM increased 463.6% between October 14, 2011 and January 21, 2026, from $29.3M to $165.4M.

Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.

The firm reports 2 advisory representatives and 139 clients, or 69.5 clients per representative. That equates to $1.2M in reported AUM per client.

The profile lists 1 reported office location and 16 years in operation. The source data was last updated on January 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

-- AVG AGE
$82.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
16.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age

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Available data coverage

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  • Investment Themes
  • Investment Vehicles
  • Platform
  • Services
  • Technology

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Owner & Executives

M

MICHAEL TIMOTHY COCOZZA

Chief Compliance Officer, President

CRD
#5305966
Ownership
75% or more

Showing 1 of 1 owners & executives

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Contacts

L

LAURENCE MICHAEL KAGAN

Financial Advisor

CRD
#5298126

Showing 1 of 2 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-14-2011
05-23-2012
12-16-2024
06-11-2025
01-21-2026
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

SMA allocation detail is available

Kagan Cocozza Asset Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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13F Holdings | Q2 2026

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Kagan Cocozza Asset Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.

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