Coah Financial

Overview

Coah Financial is a small, independent registered investment adviser organized as an LLC and run by an individual owner. The firm’s client focus is individuals and families, with services centered on financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Fee arrangements combine a percentage-of-assets model with fixed-fee engagements, and the firm manages client portfolios on a discretionary basis. Investment positioning is equity‑tilted: the firm shows a clear preference for exchange‑traded equities as the primary vehicle for client exposure. It does not identify as an active ESG investor and is not structured as a multi‑state adviser. Given the business activities listed, the firm appears oriented toward hands‑on advice and portfolio implementation for a relatively small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices