Cohen Investment Advisors, LLC

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Client assets under management

$252,256,802

Clients

237

35% high-net-worth

Advisors

of 7 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$1,064,375

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

Financial planning Portfolio management Selection of other advisers

Expertise

Real estate investing Tax-loss harvesting Wealth management

Fee options

Fixed

Management fee of 1% annually for Private Fund; 10% performance-based bonus if Fund earns more than 5% preferred return

Percentage

$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

Performance-based bonus of 10% over 5% preferred return for Private Fund; performance fee arrangements may be negotiated with qualified clients

Other

Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee

Main office location

Cohen Investment Advisors, LLC

264 South River Road, Suite 414

Bedford NH 03110, United States

Number of offices

Most active in

California · Delaware · Florida · Massachusetts · New Hampshire · New Jersey · New York · Pennsylvania · Texas

Disclosures

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:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website (603) 232-8350

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.

Real estate investing Tax-loss harvesting Wealth management

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.

Real estate investing Tax-loss harvesting Wealth management

Daniel C

CFP®, Series 63, Series 65

Bedford, NH

Cohen Investment Advisors, LLC

Daniel Cohen is a CFP® with 31 years of industry experience and has been with Cohen Investment Advisors, LLC since 2013. He serves as vice president and executive committee member of the Boys & Girls Club of Manchester and holds board roles with the Jewish Federation of New Hampshire and Derryfield School. Additionally, he manages the finances of a Pilates studio. Cohen Investment Advisors provides financial planning, consulting, and investment management services to individuals, high net worth clients, retirement plans, trusts, and estates. The firm uses proprietary model portfolios with fundamental analysis and offers discretionary portfolio management, including options for privately placed securities and pooled investment vehicles.

Real estate investing Tax-loss harvesting Wealth management

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