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Building 2COGNIOS CAPITAL, LLC

Map pinLEAWOOD, KS
Phone913-214-5000
NotebookSEC #801-77198
Total AUM
$532.4M
Employees
8
Clients
54

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11250 TOMAHAWK CREEK PKWY
LEAWOOD
KS 66211
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
913-214-5000

ReceiptFinancials

Total AUM
$532.4M
Accounts
101
Discretionary
$388.4M
Accounts
67
Non-Discretionary
$144M
Accounts
34

ContactClients

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Individual Clients
22
AUM
$7.9M
HNW Individual Clients
16
AUM
$193.3M
Investment Company Clients
3
AUM
$234.4M
Pooled Vehicle Clients
1
AUM
$85.6M
Charitable Organization Clients
1
AUM
$2.2M
Investment Advisor Clients
11
AUM
$9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
DATA DISTRIBUTION ARRANGEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILKSMOTX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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