Michael J. Evans
Financial advisor at Cogent Strategic Wealth LLC · Chicago, IL
Last updated 2026-10-10
Claim your profileMichael J. Evans is a financial advisor at Cogent Strategic Wealth LLC in Chicago, IL, CRD 5751636. Licenses and exams on the registration: Series 65. IAPD registration began 2010-02-03.
Registration
- CRD number
- 5751636
- Registration status
- Active
- IAPD registration
- 2010-02-03
- Industry Experience
- 16 years
- Work Experience
- 16 years
- States registered
- IL, UT
Licenses and exams
- Series 65
Work history
- 2009-11 to Present · Cogent Strategic Wealth · Chicago, IL
Current employment
- Cogent Strategic Wealth LLC · Chicago, IL
Cogent Strategic Wealth LLC
- Regulatory AUM
- $336,022,621
- Registered advisors
- 2
- Offices
- 2
- Average AUM per client
- $3.3M (Low)
- High-net-worth client ratio
- 71.6% (High)
Cogent Strategic Wealth LLC: advisors, services and reported ETF investments
About
Michael J. Evans is a financial advisor at Cogent Strategic Wealth LLC in Chicago, IL. Reported securities licenses include Series 65. The latest record indicates 16 years of industry experience and 16 years of reported work history. Reported roles include Cogent Strategic Wealth.
Cogent Strategic Wealth LLC's firm-level Form ADV reports 2 advisors across 2 offices; approximately 51.0 clients per advisor, average assets per client of $3,294,339, and regulatory AUM of $336M; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $92.3M across 34 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Michael J. Evans personally.
Reported ETF positions
Cogent Strategic Wealth reports 34 ETF positions worth $92.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| DFAC — Dimensional U.S. Core Equity 2 ETF | $23.3M |
| BSVO — EA Bridgeway Omni Small-Cap Value ETF | $7.4M |
| DFAT — U.S. Targeted Value Portfolio ETF Class Shares | $6.8M |
| DFSV — Dimensional US Small Cap Value ETF | $6M |
| DFUV — Dimensional US Marketwide Value ETF | $5.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Cogent Strategic Wealth's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | VOO — Vanguard S&P 500 ETF | $261K | Top 99.1% | Peer conviction 69.7% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $261K | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | PRF — Invesco RAFI US 1000 ETF | $243.1K | Top 99.5% | Residual alpha +1.89% · Residual Sharpe 0.11 |
| Diversification Benefits | DISV — Dimensional International Small Cap Value ETF | $1.9M | Top 87.1% | Replicability (R²) 88.5% · Residual Sharpe 0.11 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Cogent Strategic Wealth LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
Location
77 West Wacker Drive, Chicago, IL 60601
2 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 312-382-8388
- Website: cogentsw.com
- Youtube
Official record
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