The $ Coach, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$180,018
Total clients
4
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$45,005
About
The $ Coach serves individual and high‑net‑worth clients with ongoing portfolio management and financial planning, and it also offers business consulting on an hourly basis separate from its investment management services. The firm documents client goals and risk tolerances in an Investment Policy Statement and provides regular portfolio monitoring and planning updates.
The firm’s investment work draws on charting, fundamental, and technical analysis and can employ long‑ and short‑term trading techniques, including short sales, margin transactions, and options writing. The $ Coach does not accept discretionary trading authority and manages client accounts on a primarily non‑discretionary basis, seeking client approval before executing trades.
Compared with many single‑advisor independent firms, The $ Coach mixes traditional advisory services with business consulting for corporate or business clients and public educational outreach (a recurring YouTube series and a published book). The firm manages assets in‑house rather than allocating to third‑party managers and operates with a very small client base, reflecting a compact, hands‑on practice model.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
General business consulting
Expertise
Options & derivatives strategies
Concentrated stock management
Real estate investing
Fee options
Fixed fees up to $2,500 for financial planning
$1 - $10,000: Up to $30 per quarter Over $10,000+: 1.50% annually
Up to $175 per hour for financial planning and business consulting
Minimum fee: Up to $30 per quarter for accounts with $1 - $10,000 Fee-only: Fixed fees up to $2,500 for financial planning; hourly fees up to $175 for financial planning and business consulting
Main office location
The $ Coach, LLC
El Dorado Hills CA, United States
Number of offices
1
Most active in
The $ Coach, LLC has reported serving >5 clients in these states in the last 12 months.
California
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
Quick links
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