Brodie Cohen
Cohen Capital Management · Corte Madera, California
Brodie Cohen is a fee-only financial advisor at Cohen Capital Management in Corte Madera, California. Cohen Capital Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Cohen Capital Management |
|---|---|
| Based in | Corte Madera, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.00B across 110 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7318721 |
| Exams passed | Series 65 (2021) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Profile |
How Brodie's firm compares
- Cohen Capital Management's average account is about $9.1 million, from its Form ADV (assets managed divided by 110 accounts).
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Questions about Brodie
Is Brodie Cohen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brodie holds no broker registration, and Cohen Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brodie charge for financial advice?
Brodie's firm, Cohen Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Brodie Cohen based?
Brodie Cohen is based in Corte Madera, California.
Is Brodie Cohen registered with the SEC?
Yes. Brodie Cohen is registered as an investment adviser representative in CA (CRD 7318721), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cohen Capital Management manage?
Cohen Capital Management reports $1.00B across 110 accounts in assets under management.
How do I contact Brodie Cohen?
Contact details aren't on file yet. Search for Cohen Capital Management.
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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