Cohen Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other managers, estate planning, insurance, and tax planning. Financial planning was provided to 251–500 clients last fiscal year. The firm advises 1 private fund.
Cohen Investment Advisors reports 251 clients. They include 155 individual clients, 82 high-net-worth individuals, and 8 corporations and other businesses. Of its assets, 100.0% ($259M across 919 accounts) are managed with discretion. Of its clients, 10% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 21% |
| High-net-worth individuals | 33% | 77% |
| Pooled investment vehicles | <1% | <1% |
| Pension and profit-sharing plans | 2% | <1% |
| Corporations and other businesses | 3% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 155 | $53.4M | 20.6% | $345K |
| High-net-worth individuals | 82 | $199M | 76.7% | $2.42M |
| Pooled investment vehicles | 1 | $132K | 0.1% | $132K |
| Pension and profit-sharing plans | 5 | $282K | 0.1% | $56.5K |
| Corporations and other businesses | 8 | $6.61M | 2.6% | $827K |
| Total | 251 | $259M | 100% | $1.03M |
- Clients
- 155
- Regulatory AUM
- $53.4M
- AUM share
- 20.6%
- Avg. per client
- $345K
- Clients
- 82
- Regulatory AUM
- $199M
- AUM share
- 76.7%
- Avg. per client
- $2.42M
- Clients
- 1
- Regulatory AUM
- $132K
- AUM share
- 0.1%
- Avg. per client
- $132K
- Clients
- 5
- Regulatory AUM
- $282K
- AUM share
- 0.1%
- Avg. per client
- $56.5K
- Clients
- 8
- Regulatory AUM
- $6.61M
- AUM share
- 2.6%
- Avg. per client
- $827K
Total
- Clients
- 251
- Regulatory AUM
- $259M
- AUM share
- 100%
- Avg. per client
- $1.03M
- Clients outside the U.S.
- 10%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 251–500
Cohen Investment Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Daniel Cohen owns 75% or more of Cohen Investment Advisors. Daniel Cohen is CEO. It has 7 employees, 4 of them in advisory roles.
Staff
- 7 employees
- 4 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Cohen Investment Advisors, LLC
Daniel Cohen
Control person · since October 2013
Cohen Investment Advisors’ regulatory assets grew 1.9× from $135M (June 2021) to $259M (June 2026); clients rose from 166 to 251 and employees from 5 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $259M | 251 | 7 | 5 |
| May 2025May 2025 | $226M | 226 | 8 | 4 |
| May 2024May 2024 | $188M | 210 | 7 | 3 |
| May 2023May 2023 | $150M | 188 | 7 | 3 |
| Mar 2022March 2022 | $152M | 177 | 5 | 3 |
| Jun 2021June 2021 | $135M | 166 | 5 | 3 |
Besides its headquarters, Cohen Investment Advisors has 4 offices, with 5 listed addresses across 3 states.
Massachusetts · 2 listed addresses
- 75 State Street, Boston
- Boston North Technology Park, 110 Haverhill Road, Amesbury
New Hampshire · 2 listed addresses
- 264 South River Road, Suite 414, BedfordHQ
- 23 Bourne Drive, Bedford
Florida · 1 listed address
- 1200 N. Federal Hwy., Boca Raton
Contact and registration details
- Legal name
- Cohen Investment Advisors, LLC
- Headquarters
- 264 South River Road, Suite 414, Bedford, NH 03110
- Website
- investwithcohen.com
- Phone
- 603-232-8350
- @cohen-investment-advisors-llc
- SEC file
- 801-117592
- Structure
- New Hampshire LLC
- Fiscal year end
- December
Cohen Investment Advisors’ named custodian for separately managed accounts is Pershing ($235M). Cohen Investment Advisors has custody of $90K for 1 clients.
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $235M100%
At year end, Cohen Investment Advisors’ separately managed accounts were mostly in stocks (82%) and funds (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $223M across 81 positions; the largest are Eli Lilly & CO (5.5%), Apple Inc. (5.3%) and Alphabet Inc. (4.6%).
What the accounts hold
- Stocks82%
- Funds13%
- Registered funds8%
- Pooled vehicles5%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash3%
- Other1%
- Reit's1%
How many clients does Cohen Investment Advisors have?
Cohen Investment Advisors has 251 clients and manages $259 million for them, as of June 2026. They include 155 individual clients, 82 high-net-worth individuals, and 8 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 June 2026
What services does Cohen Investment Advisors offer?
Cohen Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other managers, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Cohen Investment Advisors use?
Cohen Investment Advisors’ separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $235M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 June 2026
How many financial advisors does Cohen Investment Advisors have?
Cohen Investment Advisors has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cohen Investment Advisors invest in?
At the end of its last fiscal year, Cohen Investment Advisors’ separately managed accounts held 82% exchange-traded equities, 8% registered funds (mutual funds, ETFs, BDCs), 5% pooled vehicles (private funds and similar), 3% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Reit'S. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cohen Investment Advisors?
Cohen Investment Advisors’ direct owner is Daniel Cohen (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 June 2026
How does Cohen Investment Advisors get paid?
Cohen Investment Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cohen Investment Advisors?
Cohen Investment Advisors’ main office is at 264 South River Road, Suite 414, Bedford, NH 03110. Its phone number is 603-232-8350. Its website is investwithcohen.com.