Coordinated Financial Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,052,000
Total clients
12
8% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
12
Average account size
$254,333
About
Coordinated Financial Management is a single‑advisor registered investment adviser managing about $2.9 million across a small client base, primarily individuals and couples, while also offering investment management for companies and charitable/nonprofit entities. Services include discretionary portfolio management and financial planning, with planning provided to managed clients as part of the relationship.
The firm’s investment process emphasizes value investing supported by fundamental and technical analysis, with portfolios diversified across industries and geographies and tailored to client timelines, cash needs and expressed preferences. The adviser typically has discretionary authority, allows client restrictions on holdings, conducts regular account reviews and may use limited hedging or short positions with client approval.
Distinctive features include a long track record as a sole practitioner with extensive prior trust‑department experience, and a client mix that explicitly includes charitable organizations—an uncommon client type for firms of this size. The adviser also participates on local investment committees and holds a governance role with a nonprofit (including a small wage), does not custody client assets, and does not carry professional liability insurance.
Client services
Expertise
Occupation focus
Fee options
$0 - $100,000: 1.25% $100,001 - $500,000: 1.00% $500,001+: 0.80%
$75 per hour for financial planning and portfolio analysis
Main office location
Coordinated Financial Management
Wichita KS, United States
Number of offices
2
Most active in
Kansas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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