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COHEN CAPITAL
COHEN CAPITAL ADVISORS, LLC
CRD 339112 · SEC 801-135124
303 EAST WACKER DRIVE, SUITE 2103, CHICAGO, IL, 60601, United States
Phone
(312) 477-3155
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.10B
Discretionary AUM
$951.4M
Team
11 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 477 | $108.5M |
| High net worth individuals | 980 | $980.2M |
| Pension/profit sharing plans | 17 | $5.6M |
| Charitable organizations | 2 | $3.7M |
| Corporations/business entities | 2 | $2.7M |
States served
IL, TX, FL
All web addresses on file
Official SEC filing: View on IAPD