Austin, TX Office

Cohen Capital provides investment advisory and financial planning services to individuals, high net worth individuals, trusts, estates, and businesses, delivering discretionary portfolio management and broader wealth management engagements. The firm also offers standalone financial planning and operates a wrap fee program that combines advisory services with execution and custody arrangements.

Portfolios are customized primarily with low-cost mutual funds and ETFs, while the firm may also use individual stocks, bonds, options, structured notes, third‑party managers, and alternative investments when appropriate. Cohen Capital generally pursues long-term strategies informed by fundamental and technical analysis but retains discretion to rebalance or make shorter-term trades to meet client objectives and cash needs.

Despite being formed in late 2025 and commencing operations in January 2026, the firm reports over $1.1 billion in assets under management and maintains an institutional relationship with Fidelity that provided software access and launch support. The brochure discloses potential conflicts of interest—such as receipt of economic benefits from its custodian and certain advisory persons’ ability to earn insurance commissions—and describes a Code of Ethics and personal‑trading policies intended to mitigate those conflicts.