RIA Intel›Advisers›Texas›ALEXANDER D COHEN INVESTMENTS, LLC

ALEXANDER D COHEN INVESTMENTS, LLC

Advisory

DALLAS, TX

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in TX

#2,431

of 2,813 advisers by AUM

Average account

$177K

across 39 accounts

AUM per adviser

$3M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$7M

Discretionary AUM$0

Non-Discretionary AUM$7M

Discretionary %0%

Total Clients22

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

22 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

HSCORE ADVISORS LLC

DALLAS, TX

$7M

GNRFUNDS LLC

$7M

NOBLE ADVISORS, LLC

DALLAS, TX

$7M

OH CAP ASSET MANAGEMENT LLC

$7M

EMERGING OAKS CAPITAL LLC

LAKEWAY, TX

$7M

NOBLE INVESTORS LLC

FREDERICKSBURG, TX

$7M

Get the full picture on ALEXANDER D COHEN INVESTMENTS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ALEXANDER D COHEN INVESTMENTS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans