COAH FINANCIAL

COAH FINANCIAL is an SEC-registered investment adviser (CRD 332283). Regulatory assets under management: $3.5M.

Registration

• CRD: 332283
• Type: Registered investment adviser
• Phone: 719-900-1179
• Latest filing: 2026-03-24
• Regulatory AUM: $3.5M
• Discretionary AUM: $3.5M
• Clients: 1
• Accounts: 13

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332283 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search