Form ADV.
Our SEC-registered investment adviser disclosure brochure (Part 2A) and Client Relationship Summary (Form CRS).
Form ADV Part 2A · Brochure
Cosmos Wealth's Form ADV Part 2A is the SEC-mandated brochure describing our advisory business, fees, conflicts of interest, and disciplinary history. We file it annually and amend it whenever material information changes.
[PLACEHOLDER] The current Form ADV Part 2A will be linked here as a downloadable PDF. Until filing is complete, please contact the firm for a copy.
Form CRS · Relationship Summary
Form CRS is a two-page document required by the SEC that describes the relationship between Cosmos Wealth and retail clients in plain language: services, fees, conflicts, conduct standards, and disciplinary disclosures.
[PLACEHOLDER] Current Form CRS will be linked here. Contact us for a copy.