# KOON FINANCIAL PLANNING & CONSULTING, LLC

KOON FINANCIAL PLANNING & CONSULTING, LLC of GREENWOOD, IN is an SEC-registered investment adviser.

## Registration

- CRD: 126051
- Type: SEC-registered investment adviser
- SEC file number: 801-132426
- Location: 384 N MADISON AVE STE. 200, GREENWOOD, IN, 46142
- Phone: 317-887-1714
- Latest filing: 2026-03-10
- Regulatory AUM: $146.9M
- Discretionary AUM: $145.2M
- Non-discretionary AUM: $1.8M
- Clients: 2
- Accounts: 163

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Evan Scott Fruits | PRESIDENT | — |
| Susan Elaine Mitchell | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2011-10-12 | regulatory | ALLEGATION 1. KOON FINANCIAL PLANNING & CONSULTING, LLC ("KFPC") WAS REGISTERED AS AN INVESTMENT ADVISER IN INDIANA FROM 10/17/2003 TO 04/12/2009, WITHDREW ITS REGISTRATION ON 04/13/2009 AND REGISTERED AS AN INVESTMENT ADVISER AGAIN ON 07/08/2010. ALLEGATION 2. WALTER L. KOON, JR. ("KOON"), AN INDIV… | Final | $6K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126051/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126051/similar
- Related entities: https://search.stillhousedata.com/firm/126051/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126051

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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.