Bank / Wealth / TrustRIA · CRD 312899SEC-Registered

Updated:

CogentBlue

CogentBlue was founded in 2019 as a US wealth manager and registered investment advisor. The firm maintains its headquarters in Knoxville and focuses on...

CogentBlue logo

CogentBlue

CogentBlue was founded in 2019 as a US wealth manager and registered investment advisor. The firm maintains its headquarters in Knoxville and focuses on advisory services for individuals and families. The firm offers financial planning, portfolio management, and wealth management. No specific asset classes, named portfolio holdings, or geographic deployment beyond the United States appear in available records. No co-investments, fund commitments, or external partnerships are documented. No team size, additional offices, or adjacent vehicles are disclosed. No operational events from the last 24 months are recorded. The firm functions as a conventional registered investment advisor without evident hybrid structures, succession details, or proprietary sourcing mechanisms beyond standard client mandates.

General information

Firm type

Bank / Wealth / Trust

Year founded

2019

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Knoxville

Corporate office

Knoxville, United States

Frequently asked questions

Who runs investment decisions at CogentBlue?

No named principals or investment committee members are disclosed in public records.

Does CogentBlue participate in fund commitments or only direct deals?

Available information shows only advisory services; no fund commitments or direct deals are documented.

What investment stages does CogentBlue typically target?

No stage focus or asset allocation details are provided in source materials.

Where does the underlying wealth come from?

No wealth origin is disclosed for CogentBlue clients or principals.

Is CogentBlue structured as a single family office or does it operate more like a venture firm?

CogentBlue is described as a registered investment advisor serving multiple client types rather than a family office or venture firm.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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