Cognitiant Registered Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cognitiant Incorporated provides investment advisory and portfolio management services primarily to individual (non‑high‑net‑worth) clients and charges fees based on a percentage of assets under management. The firm manages roughly $40 million in client assets across about 82 client relationships and operates with a small advisory team of two advisors.
Investment recommendations and model allocations are subject to a formal supervisory process overseen by a designated compliance officer, and the firm documents routine review of financial plans and client communications. Its advisory personnel include at least one CFA charterholder, and the firm discloses that advisors do not receive third‑party sales incentives or commission‑based compensation.
Distinctive features include the firm’s small scale and explicit disclosures limiting outside business activities and third‑party economic benefits — one supervised person’s outside administrative support for a real‑estate holding entity is reported to consume under 10% of professional time. Unlike many peers, Cognitiant does not emphasize high‑net‑worth clients, instead focusing on non‑HNW individuals.
Client services
Expertise
Main office
See office9233 NW Harvest Hill Dr
Portland OR 97229
Advisors at this office
1
Offices (2)
Most active in
Oregon
Also doing business as
Cognitiant · Cognitiant Inc · Cognitiant Inc Dba Cognitiant Registered Investment Advisors · Cognitiant Registered Investment Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Shuaisong F
CFA®
Portland, OR
Cognitiant Registered Investment Advisors
Shuaisong Feng is a CFA charterholder at Cognitiant Registered Investment Advisors with one year of industry experience. Prior to joining Cognitiant, Feng held positions at Morgan Stanley and Oregon Tool Inc. Cognitiant provides investment advisory and portfolio management services primarily to individual, non-high-net-worth clients, managing approximately $40 million across about 82 client relationships. The firm operates with a small team of two advisors and employs a formal supervisory process with documented reviews of financial plans and client communications.
William C
Series 63, Series 65
West Linn, OR
Cognitiant Registered Investment Advisors
William Campbell is a financial advisor at Cognitiant Registered Investment Advisors with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked exclusively with Cognitiant since 1999. Cognitiant provides investment advisory and financial planning services to individuals, trusts, estates, small businesses, qualified retirement plans, and other investment advisors. The firm emphasizes creating individualized investment narratives and builds broadly diversified, low-cost core portfolios using passive vehicles, while offering specialized services such as pension and qualified retirement plan consulting.
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