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Cogent Strategic Wealth LLC

EST. AUM
$336,022,621

CONTACTS

CLIENT ACCOUNTS
446

Firm Details

Metro area Chicago
CRD Number 152715
Website cogentsw.com
Client types

Overview

Cogent Strategic Wealth LLC is a Chicago-based independent, fee-only registered investment adviser (RIA) specializing in serving high-achieving professionals, entrepreneurs, and families with complex financial needs. Founded in 2009 by Michael Evans, a former professional trader at the Chicago Mercantile Exchange, the firm operates as a fiduciary under a "Design | Build | Protect" methodology. Their proprietary "Evidence-Driven Investing™" philosophy is grounded in academic research and market science, prioritizing low-cost, tax-efficient, and globally diversified portfolios. The firm provides holistic wealth management that integrates discretionary portfolio management with advanced tax strategies, risk mitigation, and retirement planning, particularly for clients with at least $1 million in investable assets.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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