RIA Intel›Advisers›Oregon›COGNITIANT INC

COGNITIANT INC

Advisory

PORTLAND, OR

Data as of Jun 16, 2026 · Source: SEC Form ADV

Average account

$513K

across 78 accounts

AUM per adviser

$20M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 16, 2026.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$40M

Discretionary AUM$40M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients82

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOR

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

82 clients

14 high-net-worth

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

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Advisers of similar size in OR

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

STRATEGIC FINANCIAL MANAGEMENT, INC.

$40M

RUSSELL BRUCE HARDY

$40M

MULLIGAN CAPITAL, INC

$40M

GRIFFON MAY, INC.

LAKE OSWEGO, OR

$40M

BROWN ARMSTRONG FINANCIAL SERVICES, INC.

$40M

BAS MANAGEMENT, LLC

$40M

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