Kagan Coccoza Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kagan Coccoza Asset Management provides discretionary portfolio management and investment supervisory services to individual and high‑net‑worth clients as well as charitable organizations, managing approximately $165 million across a two‑advisor team and about 139 client accounts. The firm offers continuous portfolio monitoring, asset allocation and security selection, and provides investment advice for retirement accounts under applicable fiduciary rules.
The firm’s investment process emphasizes fundamental value analysis while also incorporating technical, charting and cyclical macroeconomic considerations to guide sector and security decisions; accounts are reviewed on a regular quarterly basis. Disclosures note the strategies may include small‑ and mid‑cap exposure, foreign and developing‑market investments, and can at times have higher turnover, with attendant market, liquidity and other risks.
Distinctive features include an affiliation with an independent law firm (Weitz Law Firm LLC), and principals who maintain industry roles that include broker‑dealer registration and insurance licensure — relationships the firm discloses as potential sources of commissions or referrals. The firm also requires use of its recommended custodian, maintains standing letters of authorization for third‑party transfers, and undergoes an annual surprise examination related to trustee/custody services, practices that are less common among similarly sized peers.
Client services
Expertise
Fee options
0.50% to 2.0% annually (negotiable, charged quarterly in advance)
Account minimum: $250,000 (negotiable)
Main office
Mickleton NJ, United States
Offices (1)
Most active in
California · Florida · New Jersey · New York · Pennsylvania · Texas
Also doing business as
Kagan Cocozza Asset Management · Kc Asset Management, Inc.
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:
Lawyer
They provide legal services, typically billed separately.
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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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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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
Laurence K
Series 66
West Conshohocken, PA
Kagan Coccoza Asset Management
Laurence Kagan is a financial advisor at Kagan Coccoza Asset Management with 18 years of industry experience. He holds a Series 66 designation and has worked at the firm since 2010, with a brief period at Goldstein Law Group LLC from 2018 to 2022. Outside of his advisory role, he is involved in restaurant development through Free Hugs, LLC. Kagan Coccoza Asset Management provides discretionary portfolio management and investment supervisory services to individual and high-net-worth clients as well as charitable organizations. The firm manages approximately $165 million across a two-advisor team, emphasizing fundamental value analysis alongside technical and macroeconomic considerations in its investment approach.
Michael C
Series 66
West Conshohocken, PA
Kagan Coccoza Asset Management
Michael Cocozza is a financial advisor at Kagan Cocozza Asset Management with 18 years of industry experience. He holds a Series 66 designation and has been with the firm since 2010, serving as Co-President. Outside of his advisory role, he is involved in insurance sales and owns and manages personal real estate investments. Kagan Cocozza Asset Management provides discretionary portfolio management and investment supervisory services to individual and high-net-worth clients as well as charitable organizations. The firm’s investment approach combines fundamental value analysis with technical, charting, and cyclical macroeconomic factors, offering continuous portfolio monitoring and regular account reviews.
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