Benjamin Cohen
Cohen Capital · Chicago, Illinois
Benjamin Cohen is a fee-only financial advisor at Cohen Capital in Chicago, Illinois, who holds the CFP credential. Cohen Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Cohen Capital |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.10B across 1,478 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 5180706 |
| Exams passed | Series 66 (2006) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | coheninvest.com |
How Benjamin's firm compares
- Cohen Capital's average account is about $745,000, from its Form ADV (assets managed divided by 1,478 accounts).
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Questions about Benjamin
Is Benjamin Cohen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Cohen Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamin charge for financial advice?
Benjamin's firm, Cohen Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Benjamin Cohen based?
Benjamin Cohen is based in Chicago, Illinois.
What credentials does Benjamin Cohen hold?
Benjamin Cohen holds the CFP credential.
Is Benjamin Cohen registered with the SEC?
Yes. Benjamin Cohen is registered as an investment adviser representative in IL (CRD 5180706), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cohen Capital manage?
Cohen Capital reports $1.10B across 1,478 accounts in assets under management.
How do I contact Benjamin Cohen?
Through Benjamin's website, coheninvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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