What is Cogent Independent Advisors, Inc.'s NAICS code?

Cogent Independent Advisors, Inc.'s NAICS code is 5239 (Other Financial Investment Activities).

Insights

Fiduciary Emphasis Clients are served under a fiduciary standard with a fee-only model, signaling potential need for tailored, transparent advisory services and policy compliance assurance for high-trust relationships.

Conflicts Managed Explicit commitment to aligning advisor interests with client interests suggests opportunity to position value-adds around conflict-free investment oversight and independent portfolio construction.

Tech Stack Leverage Current use of cloud, CMS, and monitoring tools indicates potential for partnerships around cyber risk management, data integration, and scalable digital client experiences.

Growth Readiness Revenue scale and small team size imply a capex-friendly, outsource-friendly growth plan; services around compliance, marketing automation, and back-office support could accelerate scale.

SMB-Focused Opportunity Industry peers range from large incumbents to mid-sized firms; target Cogent as a potential entry point for cost-effective, fiduciary-compliant infrastructure upgrades and fee modeling enhancements.

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Cogent Independent Advisors, Inc. Tech Stack

Cogent Independent Advisors, Inc. uses 8 technology products and services including Amazon Web Services, Sitecore, Wix, and more. Explore Cogent Independent Advisors, Inc.'s tech stack below.

Amazon Web Services
Cloud Hosting
Sitecore
Content Management System
Wix
Content Management System
WordPress
Content Management System
Wix eCommerce
E-commerce
Google Cloud
Infrastructure As A Service
Sentry
Issue Trackers
Dynatrace
System Analytics & Monitoring

Cogent Independent Advisors, Inc.'s Email Address Formats

Cogent Independent Advisors, Inc. uses at least 3 email formats:

Cogent Independent Advisors, Inc. Email Formats	Example	Percentage
FLast@cogentadvisors.com	JDoe@cogentadvisors.com	60%
First.Last@cogentadvisors.com	John.Doe@cogentadvisors.com	20%
Last@cogentadvisors.com	Doe@cogentadvisors.com	20%

Frequently Asked Questions

What is Cogent Independent Advisors, Inc.'s phone number?

You can contact Cogent Independent Advisors, Inc.'s main corporate office by phone at

+1-805-585-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Cogent Independent Advisors, Inc.'s official website and social media links?

Cogent Independent Advisors, Inc.'s official website is cogentadvisors.com and has social profiles on LinkedIn.

How much revenue does Cogent Independent Advisors, Inc. generate?

As of September 2026, Cogent Independent Advisors, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Cogent Independent Advisors, Inc.'s SIC code and NAICS code?

Cogent Independent Advisors, Inc.'s SIC code is 6282 - Investment Advice and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Cogent Independent Advisors, Inc. have currently?

As of September 2026, Cogent Independent Advisors, Inc. has approximately 4 employees across 1 continents, including North America. Key team members include President: K. S. and President: K. S. Explore Cogent Independent Advisors, Inc.'s employee directory with LeadIQ.

What industry does Cogent Independent Advisors, Inc. belong to?

Cogent Independent Advisors, Inc. operates in the Investment Management industry.

What technology does Cogent Independent Advisors, Inc. use?

Cogent Independent Advisors, Inc.'s tech stack includes Amazon Web Services, Sitecore, Wix, WordPress, Wix eCommerce, Google Cloud, Sentry and Dynatrace.

What is Cogent Independent Advisors, Inc.'s email format?

Cogent Independent Advisors, Inc.'s email format typically follows the pattern of FLast@cogentadvisors.com. Find more Cogent Independent Advisors, Inc. email formats with LeadIQ.

When was Cogent Independent Advisors, Inc. founded?

Cogent Independent Advisors, Inc. was founded in 2012.

Cogent Independent Advisors, Inc.

Q: What technology does Cogent Independent Advisors, Inc. use?

Cogent Independent Advisors, Inc.'s tech stack includes Wow, Gravatar, AddThis, Choices, Zepto.

Investment ManagementCalifornia, United States2-10 Employees

Cogent Independent Advisors, Inc. is an investment management practice based in Westlake Village, California. The firm offers financial planning and investment advisory services to clients. It operates on a fee-only basis, avoiding commissions and product sales, and it is bound by a fiduciary standard at all times. Its fee-only, fiduciary framework aims to minimize conflicts of interest by removing product sales and sales-driven incentives. As a small practice, it serves individuals seeking independent financial planning and investment guidance from a local provider.