Cognios Capital, LLC

Cognios Capital, LLC (CRD# 148361) is a financial advisory firm headquartered in Leawood, KS. They manage $503,484,737 in 184 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    503
    MILLION
  • Total Number of Accounts
    184
    ACCOUNTS
  • Average Account Value
    $2,736,330
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, KS, MO, TX

Financial Advisors at Cognios Capital, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Jonathan C. Angrist
CRD#: 5596465
11250 Tomahawk Creek Parkway, Leawood, KS 66211
93
Wealthminder
score

Jonathan Angrist (CRD# 5596465) is an Investment Advisor Representative working at Cognios Capital, LLC in Leawood, KS and has over 8 years of experience in the finance industry.

2
Kerry T. Bush
CRD#: 3141671
11250 Tomahawk Creek Pkwy, Leawood, KS 66211
93
Wealthminder
score

Kerry Bush (CRD# 3141671) is an Investment Advisor Representative working at Cognios Capital, LLC in Leawood, KS and has over 18 years of experience in the finance industry.

3
Anthony V. Demarino
CRD#: 2354700
11250 Tomahawk Creek Pkwy, Leawood, KS 66211
93
Wealthminder
score

Anthony Demarino (CRD# 2354700) is an Investment Advisor Representative working at Cognios Capital, LLC in Leawood, KS and has over 23 years of experience in the finance industry.

4
Gary W. Dicenzo
CRD#: 1699316
11250 Tomahawk Creek Pkwy, Leawood, KS 66211
93
Wealthminder
score

Gary Dicenzo (CRD# 1699316) is an Investment Advisor Representative working at Cognios Capital, LLC in Leawood, KS and has over 29 years of experience in the finance industry.

5
Brian J. Machtley
CRD#: 4245053
11250 Tomahawk Creek Parkway, Leawood, KS 66211
93
Wealthminder
score

Brian Machtley (CRD# 4245053) is an Investment Advisor Representative working at Cognios Capital, LLC in Leawood, KS and has over 8 years of experience in the finance industry.

6
Kenneth R. Pyle
CRD#: 2355870
11250 Tomahawk Creek Pkwy, Leawood, KS 66211
93
Wealthminder
score

Kenneth Pyle (CRD# 2355870) is an Investment Advisor Representative working at Cognios Capital, LLC in Leawood, KS and has over 24 years of experience in the finance industry.

7
Steven K. Braun
CRD#: 6121229
11250 Tomahawk Creek Pkwy, Leawood, KS 66211
90
Wealthminder
score

Steven Braun (CRD# 6121229) is an Investment Advisor Representative working at Cognios Capital, LLC in Leawood, KS and has over 5 years of experience in the finance industry.

8
Taylor C. Dorman
CRD#: 6094372
11250 Tomahawk Creek Pkwy, Leawood, KS 66211
90
Wealthminder
score

Taylor Dorman (CRD# 6094372) is an Investment Advisor Representative working at Cognios Capital, LLC in Leawood, KS and has over 5 years of experience in the finance industry.

9
John A. Fletcher
CRD#: 6094352
11250 Tomahawk Creek Pkwy, Leawood, KS 66211
90
Wealthminder
score

John Fletcher (CRD# 6094352) is an Investment Advisor Representative working at Cognios Capital, LLC in Leawood, KS and has over 5 years of experience in the finance industry.

10
Stephanie M. Spilker
CRD#: 6121231
11250 Tomahawk Creek Pkwy, Leawood, KS 66211
90
Wealthminder
score

Stephanie Spilker (CRD# 6121231) is an Investment Advisor Representative working at Cognios Capital, LLC in Leawood, KS and has over 5 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.