COHEN CAPITAL

Legal name: COHEN CAPITAL ADVISORS, LLC

CRD 339112File 801-135124

APPROVED

Retail clients

Custody

Filing as of May 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.10B

Above cohort median (national)

Discretionary AUM

$951.4M

Non-discretionary $149.3M

Clients

1,478

1,478 accounts

Employees

Above cohort median in IL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jan 9, 2026
Principal office: 303 EAST WACKER DRIVE, SUITE 2103, CHICAGO, IL, 60601
Phone: (312) 477-3155
Website: https://coheninvest.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.10B
Discretionary AUM: $951.4M
Non-discretionary AUM: $149.3M
Discretionary accounts: 1,424
Non-discretionary accounts: 54
Total accounts: 1,478
AUM per client: $745K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.7M
Charitable organizations	Fewer than 5	$3.7M
High net worth individuals	980	$980.2M
Pension and profit sharing plans	17	$5.6M
Individuals (other than high net worth individuals)	477	$108.5M

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 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.