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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-20-2010
- Office Locations
- 1
Office Locations
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
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Kagan Cocozza Asset Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL TIMOTHY COCOZZA
Chief Compliance Officer, President
- CRD
- #5305966
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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LAURENCE MICHAEL KAGAN
Financial Advisor
- CRD
- #5298126
Showing 1 of 2 contacts
Unlock allAssets Under Management
| 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.
13F Holdings | Q2 2026
Review the latest reported holdings
Kagan Cocozza Asset Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.