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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

COGENTBLUE

COGENTBLUE WEALTH ADVISORS, LLC, CRD 312899

KNOXVILLE, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2d2ef495-a5bf-0cb9-1b38-3798180095da

Data as of Sep 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 4
On other graphs: 0
Observed: Apr 27, 2022 to Sep 10, 2026
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.78 fund_share=0.0 institutional_share=0.22 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $606MItem 5.F on the latest filing (2026-09-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $605M
Private client RAUM: $474MderivedItem 5.D individuals plus high net worth individuals
Private client share: 78%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $121Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 418
Individual clients: 68
High net worth clients: 44
Custody, client assets: $463M
SEC number: 801-125745
CRD: 312899
Filings on the tape: 14
First filed: Apr 27, 2022
Latest filed: Sep 10, 2026
Organised: Limited Liability Company, TN
Website: cogentbluewealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBERT VERNE BOLEN	n/a	KNOXVILLE, TN \| Franklin, TN	1	38	5	no
Savannah Rose Cooper	Certified Financial Planner	KNOXVILLE, TN \| Knoxville, TN \| GULFPORT, MS	1	10	2	no
WESLEY SPAULDING BROWN	Certified Financial Planner	Gloucester, MA \| KNOXVILLE, TN	0	18	5	no
Jacqueline Kelly Kabel	Certified Financial Planner	Windsor, CO \| KNOXVILLE, TN \| Knoxville, TN	0	13	3	no
Nicholas Lee Hoogendyk	Certified Financial Planner	KNOXVILLE, TN \| Fort Collins, CO \| Knoxville, TN	0	16	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BROWN, WESLEY, SPAULDING	PRESIDENT, CCO	E	yes	02/2021	Apr 27, 2022	Aug 13, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 2, 2026	$606M	$605M	5	4	n/a	n/a
2024	Mar 12, 2025	$566M	$566M	4	3	n/a	n/a
2023	Feb 21, 2024	$626M	$626M	4	4	n/a	n/a
2022	Mar 17, 2023	$106M	$106M	2	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	0	3	0.0%	0	0	0	5	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$606M	$566M	7.1%	$106M	78.9%	5	4	1	0

Relationships

Registered with (7)

← Nicholas Lee HoogendykAdvisorregistration: current employment
May 12, 2026 to presentfactForm ADV
← Jacqueline Kelly KabelAdvisorregistration: current employment
Feb 10, 2026 to presentfactForm ADV
← WESLEY SPAULDING BROWNAdvisorregistration: current employment
Nov 3, 2025 to presentfactForm ADV
← Savannah Rose CooperAdvisorregistration: current employment
Jul 23, 2025 to presentfactForm ADV
← ROBERT VERNE BOLENAdvisorregistration: current employment
Jan 2, 2025 to presentfactForm ADV
← Peter Alexander RichardsAdvisorregistration: previous registration
Sep 11, 2023 to Oct 15, 2024factForm ADV
← Jesse Kelin GilesAdvisorregistration: previous registration
Jul 31, 2023 to Dec 15, 2023factForm ADV

Controls (1)

← BROWN, WESLEY, SPAULDINGOwnerPRESIDENT, CCO, ownership code E, individual
Apr 27, 2022 to Aug 13, 2024factForm ADV

Dated events

Occurred
Oct 15, 2024
Advisor changed firm
Peter Alexander Richards left Cogentblue for Edward Jones (registered 2024-12-20)
Form ADVobserved 5 days ago
Occurred
Feb 21, 2024
Regulatory AUM changed
Cogentblue reported RAUM $625.8M, up 491% from $105.9M (2023-03-17 to 2024-02-21)
Form ADVobserved 5 days ago
$520M
Occurred
Dec 15, 2023
Advisor changed firm
Jesse Kelin Giles left Cogentblue for Raymond James Financial Services Advisors, Inc (registered 2024-06-12)
Form ADVobserved 5 days ago
Occurred
Apr 27, 2022
First Form ADV filing
Cogentblue filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2d2ef495-a5bf-0cb9-1b38-3798180095da
First observed: Apr 27, 2022
Last observed: Sep 10, 2026 10 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

COGENTBLUE

COGENTBLUE WEALTH ADVISORS, LLC, CRD 312899

KNOXVILLE, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2d2ef495-a5bf-0cb9-1b38-3798180095da

Data as of Sep 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:36 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT VERNE BOLEN

n/a

KNOXVILLE, TN | Franklin, TN

Savannah Rose Cooper

Certified Financial Planner

KNOXVILLE, TN | Knoxville, TN | GULFPORT, MS

WESLEY SPAULDING BROWN

Certified Financial Planner

Gloucester, MA | KNOXVILLE, TN

Jacqueline Kelly Kabel

Certified Financial Planner

Windsor, CO | KNOXVILLE, TN | Knoxville, TN

Nicholas Lee Hoogendyk

Certified Financial Planner

KNOXVILLE, TN | Fort Collins, CO | Knoxville, TN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BROWN, WESLEY, SPAULDING

PRESIDENT, CCO

yes

02/2021

Apr 27, 2022

Aug 13, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 2, 2026

$606M

$605M

n/a

2024

Mar 12, 2025

$566M

n/a

2023

Feb 21, 2024

$626M

n/a

2022

Mar 17, 2023

$106M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$606M

$566M

7.1%

$106M

78.9%