# COATS FINANCIAL PLANNING

COATS FINANCIAL PLANNING of LOUISVILLE, KY is an SEC-registered investment adviser.

## Registration

- CRD: 122135
- Type: SEC-registered investment adviser
- Location: 139 S. ENGLISH STATION ROAD, LOUISVILLE, KY, 40245-3997
- Phone: 502-426-0300
- Latest filing: 2026-06-23
- Clients: 5

## Business model

- Compensation: Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122135/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122135/similar
- Related entities: https://search.stillhousedata.com/firm/122135/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122135

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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.