| As of Date | 06/16/2026 |
| Registration | SEC, Approved, 08/07/2015 |
| ADV Location | OMAHA, NE, United States |
| Contact Info | (80 xxxxxxx |
| Websites |
| AUM* | 7,369,671,462 18% |
| of that, discretionary | 7,369,671,462 18% |
| Number of Employees | 35 -5% |
| of those in investment advisory functions | 20 -35% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,927,719 25% |
| % High Net Worth | 27.42% 42% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name COHEN & CO | Filing Date12/29/2025 | Form ADV-E View Report |
| Accounting Firm Name COHEN & CO | Filing Date03/27/2025 | Form ADV-E View Report |
| Accounting Firm Name COHEN & COMPANY | Filing Date06/28/2023 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker25434V203 | Stock NameDIMENSIONAL ETF TRUST | $ Position$59,469,235 | % Position8.00% | $ Change5.00% | # Change-1.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$37,523,344 | % Position5.00% | $ Change-2.00% | # Change-14.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$35,704,825 | % Position5.00% | $ Change10.00% | # Change-4.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$25,037,892 | % Position4.00% | $ Change16.00% | # Change-6.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$21,571,030 | % Position3.00% | $ Change14.00% | # Change-1.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$22,112,115 | % Position3.00% | $ Change-16.00% | # Change-17.00% |
| Stck Ticker72201R593 | Stock NamePIMCO ETF TR | $ Position$14,164,000 | % Position2.00% | $ Change-13.00% | # Change-9.00% |
| Stck Ticker78467V103 | Stock NameSSGA ACTIVE ETF TR | $ Position$13,507,000 | % Position2.00% | $ Change-11.00% | # Change-7.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$15,568,213 | % Position2.00% | $ Change9.00% | # Change-11.00% |
| Stck Ticker084670108 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$11,232,750 | % Position2.00% | $ Change-2.00% | # Change-6.00% |