C
Coah Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,456,239
Clients
13
31% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
LowAverage account size
$265,865
About
COAH Financial provides investment management, ongoing financial planning, and retirement plan consulting to individuals, charitable organizations, and employer plan sponsors. The firm operates on a fee-only basis and also offers educational seminars and speaking engagements to groups and the public.
The firm’s investment work blends Modern Portfolio Theory with both passive and active fund selections across equities, fixed income, ETFs, municipal securities, and held-away account reviews, typically managing client accounts on a discretionary basis and tailoring asset allocation to stated objectives and risk tolerance. Financial planning engagements are collaborative and ongoing, covering areas such as cash flow and debt management, retirement and estate planning, tax-efficiency, insurance review, college savings, and business/exit planning when applicable.
Distinctive features include regular complimentary seminars and speaking engagements—an offering that is relatively uncommon among independent advisers—and the principal’s specialized credentials in philanthropic planning and exit planning (CAP and CEPA), which inform work with charitable organizations and business owners. The firm also provides retirement plan consulting with participant education and coordinates with third-party attorneys, accountants, and tax professionals as needed.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Business ownership considerations
Tax strategies for small businesses
Business exit / sale strategy
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
$0 - $999,999: 1.20% $1,000,000 - $2,999,999: 0.95% $3,000,000 - $5,999,999: 0.80% $6,000,000 - $9,999,999: 0.70% $10,000,000 - $19,999,999: 0.60% $20,000,000 - $50,000,000: 0.50%
Fee-only: Ongoing Financial Planning fees range from $416.67 to $1,666.67 per month or $1,250 to $5,000 per quarter, paid monthly or quarterly in advance. Fees are negotiable.
Main office location
Coah Financial
Colorado Springs CO, United States
Number of offices
1
Most active in
Coah Financial has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Lawyer
They provide legal services, typically billed separately.
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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.
Forms ADV
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