Cohen Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$252,256,802
Clients
237
Advisors
3
of 7 employees
About
Cohen Investment Advisors provides financial planning, consulting, and discretionary investment management to individuals (including high-net-worth clients), pooled investment vehicles, profit sharing plans, trusts, and estates. As of January 16, 2026 the firm reports $259,282,862 in discretionary assets under management across roughly 237 client accounts and generally charges asset-based fees.
The firm manages client assets through proprietary, model-based allocations that emphasize individual equity and debt securities, mutual funds, and ETFs, and it blends fundamental analysis with technical and cyclical methods while monitoring accounts on an ongoing basis to align with client risk tolerance and time horizon. Cohen Investment Advisors may also recommend accredited‑investor private placements and engage independent managers for portions of client portfolios.
Notably, the firm sponsors and advises a private real estate fund (The Cohen Real Estate Fund II, LLLP) through an affiliated general partner and discloses that the Fund receives an annual audit with audited financial statements provided to investors. The combination of acting as a private fund sponsor, managing pooled investment vehicles, and maintaining a multi‑office presence (five offices) is an uncommon profile among similarly sized advisory firms.
Client services
Expertise
Fee options
Management fee of 1% annually for Private Fund; 10% performance-based bonus if Fund earns more than 5% preferred return
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Performance-based bonus of 10% over 5% preferred return for Private Fund; performance fee arrangements may be negotiated with qualified clients
Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee
Main office
264 South River Road, Suite 414
Bedford NH 03110
Advisors at this office
3
Most active in
California · Delaware · Florida · Massachusetts · New Hampshire · New Jersey · New York · Pennsylvania · Texas
Also doing business as
Avelioch Wealth Management, LLC · Cohen Investment Advisors, LLC · Cohen Investments, LLC
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
Quick links
Advisors at this firm
Tiffany D
Series 65
Bedford, NH
Cohen Investment Advisors, LLC
Tiffany Donegan is a financial advisor at Cohen Investment Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked in education and real estate management. Cohen Investment Advisors provides financial planning, consulting, and investment management services to individuals, high net worth clients, pooled investment vehicles, retirement plans, trusts, and estates. The firm emphasizes discretionary portfolio management using proprietary model portfolios and conducts ongoing account monitoring, with additional offerings including privately placed securities and pooled vehicles for qualified investors.
James P
CFP®, Series 66
Bedford, NH
Cohen Investment Advisors, LLC
James Perry is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Cohen Investment Advisors since 2025 and previously held roles at Applied Capital Management, Natixis Distribution, L.P., and MFS Investment Management. Cohen Investment Advisors offers financial planning, consulting, and investment management services to individuals, high net worth clients, pooled investment vehicles, retirement plans, trusts, and estates. The firm emphasizes discretionary portfolio management using proprietary model portfolios based on fundamental analysis and conducts ongoing account monitoring with quarterly reviews.
Daniel C
CFP®, Series 63, Series 65
Bedford, NH
Cohen Investment Advisors, LLC
Daniel Cohen is a CFP® with 32 years of industry experience and has been with Cohen Investment Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses. Cohen serves as vice president and executive committee member of the Boys & Girls Club of Manchester and is a trustee of the Foundation of the Jewish Federation of New Hampshire. He also manages finances for a local Pilates studio and serves on the board of Derryfield School. Cohen Investment Advisors provides financial planning, consulting, and discretionary investment management to individuals, pooled investment vehicles, profit sharing plans, trusts, and estates. The firm employs proprietary, model-based allocations combining fundamental, technical, and cyclical analysis, and sponsors a private real estate fund alongside managing multiple offices.
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