COHEN INVESTMENT ADVISORS, LLC

CRD 168595File 801-117592

APPROVED

Retail clients

Custody

Filing as of Jun 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$259.3M

Below cohort median (national)

Discretionary AUM

$259.3M

Clients

251

919 accounts

Employees

Below cohort median in NH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Nov 5, 2019
Principal office: 264 SOUTH RIVER ROAD, SUITE 414, BEDFORD, NH, 03110
Phone: (603) 232-8350
Website: http://www.investwithcohen.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $259.3M
Discretionary AUM: $259.3M
Non-discretionary AUM: $0
Discretionary accounts: 919
Non-discretionary accounts: 0
Total accounts: 919
AUM per client: $1.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	8	$6.6M
High net worth individuals	82	$198.8M
Pooled investment vehicles	1	$132K
Pension and profit sharing plans	5	$282K
Individuals (other than high net worth individuals)	155	$53.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.