Michael Cohen
Cohen Capital · Chicago, Illinois
Michael Cohen is a fee-only financial advisor at Cohen Capital in Chicago, Illinois. 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 |
| SEC registration | Investment adviser representative in IL · CRD 50061 |
| Exams passed | Series 63 (1979) · Series 65 (1997) |
| Firm size | 11 employees |
| Disclosures | Reported; see the SEC record |
| Website | coheninvest.com |
How Michael'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 Michael
Is Michael Cohen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?
Michael's firm, Cohen Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael Cohen based?
Michael Cohen is based in Chicago, Illinois.
Is Michael Cohen registered with the SEC?
Yes. Michael Cohen is registered as an investment adviser representative in IL (CRD 50061), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Cohen Capital manage?
Cohen Capital reports $1.10B across 1,478 accounts in assets under management.
How do I contact Michael Cohen?
Through Michael'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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