COFFMAN WEALTH ADVISORS, LLC

Overview

Coffman Wealth Advisors, LLC is a small, independent registered investment adviser that focuses on serving individual and family clients. The firm operates as an owner-led LLC and positions itself as a capital allocator, combining financial planning with direct portfolio management and the selection of outside managers when needed. Fee arrangements are flexible: the firm charges asset-based fees and also uses hourly and fixed-fee engagements for planning or scoped work. Investment activity centers on equity exposure, with a clear preference for exchange-traded instruments as the primary vehicle for client portfolios. The firm lists financial planning, portfolio management for individuals and small businesses, pension consulting support, and the selection of other advisers among its advisory services. Coffman Wealth Advisors does not identify as an active ESG investor and is not described as a multi-state advisory platform, which suggests a locally focused client base and service footprint. The firm also reports an industry affiliation with accounting professionals, indicating coordination with tax and accounting advisors for client matters.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices