Coho Advisory Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$52,421,554
This total excludes 9 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
148
5% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
37
Average account size
$354,200
About
Coho Advisory Services serves individual and high-net-worth clients, managing roughly $52 million across about 150 client relationships. The firm provides portfolio management, comprehensive financial planning, and retirement-plan consulting for individuals and plan sponsors, including 401(k) and IRA services.
Coho applies modern portfolio theory with a core passive allocation complemented by tactical active adjustments and documents objectives in individualized Investment Policy Statements. It offers both discretionary and non-discretionary management, but the majority of assets are held on a non-discretionary basis and the firm uses a co-advisory relationship with AssetMark to access third‑party managers and model portfolios.
Compared with many peer team firms, Coho’s asset base is notably weighted toward non-discretionary accounts (approximately $37.8 million non-discretionary versus $14.6 million discretionary), which influences trade implementation and client interaction. The firm requires clients to custody assets with specified custodians (Schwab, Fidelity, or AssetMark Trust), does not aggregate block trades across client accounts, and facilitates estate-planning services via third‑party providers while some representatives are also licensed insurance agents under common ownership.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General estate planning guidance
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Retired
Fee options
$0 - $250,000: 1.00% annually $250,001 - $500,000: 0.70% annually $500,001 - $1,000,000: 0.55% annually $1,000,001 - $2,000,000: 0.50% annually $2,000,001 - $3,000,000: 0.45% annually $3,000,001+: 0.40% annually
$290 per hour, negotiable
Main office location
Coho Advisory Services, LLC
3150 C Street, Suite 240
Anchorage AK 99503, United States
Number of offices
1
Most active in
Coho Advisory Services, LLC has reported serving >5 clients in these states in the last 12 months.
Alaska · California · Colorado · Idaho · Nevada · Oregon · Texas · Washington
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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
Quick links
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