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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cohen Investment Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Cohen Investment Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cohen Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cohen Investment Advisors invest in?","answer":"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. 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