# Coalson Financial Services, LLC

> Coalson Financial Services, LLC is a state-registered investment advisory firm in Las Cruces, NM, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 148603
- Filed as: COALSON FINANCIAL SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Las Cruces, NM
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148603
- AdvisorCensus page: https://advisorcensus.com/firm/coalson-financial-services-llc-las-cruces-nm-148603

## Quick answers

**How is Coalson Financial Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Coalson Financial Services, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Coalson Financial Services, LLC located?**
Coalson Financial Services, LLC's principal office is in Las Cruces, NM, according to its Form ADV.

**Is Coalson Financial Services, LLC registered with the SEC or a state?**
Coalson Financial Services, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 148603.

**How much does Coalson Financial Services, LLC manage?**
Coalson Financial Services, LLC reports $13,583,955 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (0% discretionary).

**What types of clients does Coalson Financial Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17); high net worth individuals (4).

**Does Coalson Financial Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148603

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $13,583,955
- Discretionary: $0
- Non-discretionary: $13,583,955

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $3,760,877 |
| High net worth individuals | 4 | $9,823,078 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2008 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NM
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coalson Financial Services, LLC (CRD 148603): Form ADV filing data as of October 2026.