COGENTBLUE

Legal name: COGENTBLUE WEALTH ADVISORS, LLC

CRD 312899File 801-125745

APPROVED

Retail clients

Custody

Filing as of Jul 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$606.0M

Above cohort median (national)

Discretionary AUM

$605.3M

Non-discretionary $725K

Clients

118

418 accounts

Employees

Above cohort median in TN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: May 26, 2022
Principal office: 4533 PAPERMILL DRIVE, SUITE 105, KNOXVILLE, TN, 37909
Phone: 865-309-5892
Website: https://cogentbluewealth.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $606.0M
Discretionary AUM: $605.3M
Non-discretionary AUM: $725K
Discretionary accounts: 417
Non-discretionary accounts: 1
Total accounts: 418
AUM per client: $5.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$513K
Charitable organizations	Fewer than 5	$132.0M
High net worth individuals	44	$440.1M
Individuals (other than high net worth individuals)	68	$33.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

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

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.