# COORDINATED FINANCIAL PLANNING CORP

COORDINATED FINANCIAL PLANNING CORP of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 105143
- Type: SEC-registered investment adviser
- SEC file number: 801-19769
- Location: 4555 LAKE FOREST DRIVE #560, CINCINNATI, OH, 45242
- Phone: 513-769-3131
- Latest filing: 2026-06-03
- Regulatory AUM: $343.2M
- Discretionary AUM: $337.1M
- Non-discretionary AUM: $6.1M
- Clients: 6
- Accounts: 1,179

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Lonny Scott Elfenbein | CHIEF COMPLIANCE OFFICER | — |
| Stephen Herbert Perrin | CHIEF EXECUTIVE OFFICER | — |
| Matthew Bud Beamer | SENIOR FINANCIAL PLANNER | — |
| Bethann Benz | OFFICE ADMINISTRATOR | — |
| Joseph T Perin | FINANCIAL PLANNER | — |
| Kevin J Barto | OFFICE ADMINISTRATOR | — |
| PERRIN STEPHEN HERBERT | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| PERRIN STEPHEN H | FINANCIAL PLANNER; VICE PRESIDENT / FINANCIAL PLANNER | — |
| BEAMER MATTHEW BUD | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER; FINANCIAL PLANNER; INVESTMENT ADMINISTRATOR (+1 more) | — |
| BENZ BETHANN | OFFICE ADMINISTRATOR | — |
| PELFREY SCOTT | FINANCIAL PLANNER | — |
| WRIGHT WILLIAM R | IT MANAGER | — |
| KREMER JUSTIN MICHAEL | ATTORNEY & DIRECTOR OF LEGAL RESEARCH, TAX & ESTATE PLANNING; ATTORNEY & DIRECTOR OF LEGAL RESEARCH, TAX & ESTATE PLANNING; FINANCIAL PLANNER; DIRECTOR OF LEGAL RESEARCH, TAX & ESTATE PLANNING | — |
| Perin Joseph T | FINANCIAL PLANNER | — |
| BARTO KEVIN J | OFFICE ADMINISTRATOR | — |
| Elfenbein Lonny Scott | CHIEF COMPLIANCE OFFICER | — |
| Joseph T. Perin | FINANCIAL PLANNER | — |
| Kevin J. Barto | OFFICE ADMINISTRATOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105143/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105143/similar
- Related entities: https://search.stillhousedata.com/firm/105143/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105143

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.