DBA: COGENT PRIVATE WEALTH
| Total AUM | $250.3M |
| Discretionary | $219.6M88% of AUM |
| Non-Discretionary | $30.6M |
| Client Accounts | 264 |
| Avg Account Size | $948K |
| Employees | 8 |
| Peak AUM | $250.3MMar 2026 |
| AUM CAGR | +86.2% /yrover 1 yrs · 5 filings |
Total AUM
$250M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $250M | +76.9% | — | — | — |
| Discretionary AUM | $220M | +109.4% | |||
| Total AUM | $250.3M |
| Discretionary | $219.6M |
| Employees | 8 |
| Client Accounts | 264 |
| Client Range | 26-50 |
Address
420 S. ORANGE AVE.
ORLANDO FL 32801
Phone
(407) 887-4965
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$220M
87.8% of AUM
Non-Discretionary
$31M
12.2% of AUM
Disc. mix ▲ 13.6pp vs 1 year ago
No related registrations reported
| — |
| — |
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| Non-Disc. AUM | $31M | 16.3% | — | — | — |
| Total Accounts | 264 | +68.2% | — | — | — |
| Avg Account Size | $948,000.152 | +5.2% | — | — | — |
| Employees | 8 | +60.0% | — | — | — |
| AUM / Employee | $31M | +10.5% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $190M | +119.4% | — | — | — |
| Institutional AUM | $60M | +9.4% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 38 | +58.3% | — | — | — |
| Institutional | 25 | +66.7% | — | — | — |
| Individuals | 47 | +80.8% | — | — | — |