# COALSON FINANCIAL SERVICES, LLC

COALSON FINANCIAL SERVICES, LLC of LAS CRUCES, NM is an SEC-registered investment adviser.

## Registration

- CRD: 148603
- Type: SEC-registered investment adviser
- Location: 500 NORTH CHURCH STREET, LAS CRUCES, NM, 88001
- Phone: 505-977-8338
- Latest filing: 2026-03-12
- Regulatory AUM: $13.6M
- Non-discretionary AUM: $13.6M
- Clients: 1
- Accounts: 56

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148603/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148603/similar
- Related entities: https://search.stillhousedata.com/firm/148603/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148603

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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.