{ "crd_number": 281877, "slug": "coherent-financial-advisers-llc-glendale-az-281877", "primary_business_name": "COHERENT FINANCIAL ADVISERS, LLC", "legal_name": "COHERENT FINANCIAL ADVISERS, LLC", "dbas": [], "city": "Glendale", "state": "AZ", "country": "United States", "cbsa_code": "38060", "metro": { "cbsa_code": "38060", "common_name": "Phoenix", "msa_name": "Phoenix-Mesa-Chandler, AZ", "path": "/advisors/az/phoenix" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2016-01-05", "years_registered": 10, "period": "2026-10-01", "filing_date": "2025-07-31", "carried_forward": false, "raum_total": 41327000.0, "raum_discretionary": 32180000.0, "raum_non_discretionary": 9147000.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 2, "advisory_employees": 2, "client_count_bucket": null, "clients_by_type": { "other": { "raum": null, "count": 0 }, "charitable": { "raum": null, "count": 0 }, "individuals": { "raum": 9988000.0, "count": 43 }, "banking_thrift": { "raum": null, "count": 0 }, "state_municipal": { "raum": null, "count": 0 }, "insurance_companies": { "raum": null, "count": 0 }, "investment_companies": { "raum": null, "count": 0 }, "pension_profit_sharing": { "raum": null, "count": 0 }, "other_investment_advisers": { "raum": null, "count": 0 }, "high_net_worth_individuals": { "raum": 31339000.0, "count": 18 }, "pooled_investment_vehicles": { "raum": null, "count": 0 }, "corporations_other_businesses": { "raum": null, "count": 0 }, "business_development_companies": { "raum": null, "count": 0 }, "sovereign_wealth_foreign_official": { "raum": null, "count": 0 } }, "compensation_types": [ "fixed", "hourly", "other", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "other", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 1, "states_registered": [ "AZ" ], "websites": [ "https://coherentfa.com", "https://facebook.com/COHERENTFA", "https://linkedin.com/COMPANY/COHERENT-FINANCIAL-ADVISERS-LLC", "https://youtube.com/C/COHERENTFA" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281877", "disclosure_items": [ { "item": "11.A(2)", "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?" } ], "city_as_filed": "GLENDALE", "url": "https://advisorcensus.com/firm/coherent-financial-advisers-llc-glendale-az-281877", "display_name": "Coherent Financial Advisers, LLC", "summary": "Coherent Financial Advisers, LLC is a state-registered investment advisory firm in Glendale, AZ, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 31, 2025.", "citation": "AdvisorCensus. Coherent Financial Advisers, LLC (CRD 281877): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)", "Other" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Other" ], "quick_answers": [ { "q": "How is Coherent Financial Advisers, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Coherent Financial Advisers, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Coherent Financial Advisers, LLC located?", "a": "Coherent Financial Advisers, LLC's principal office is in Glendale, AZ, according to its Form ADV." }, { "q": "Is Coherent Financial Advisers, LLC registered with the SEC or a state?", "a": "Coherent Financial Advisers, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 281877." }, { "q": "How much does Coherent Financial Advisers, LLC manage?", "a": "Coherent Financial Advisers, LLC reports $41,327,000 in regulatory assets under management in its Form ADV filing dated July 31, 2025 (78% discretionary)." }, { "q": "What types of clients does Coherent Financial Advisers, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (18)." }, { "q": "Does Coherent Financial Advisers, LLC report any disciplinary disclosures?", "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/281877" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/coherent-financial-advisers-llc-glendale-az-281877.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 43, "fewer_than_5": false, "raum": 9988000.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 18, "fewer_than_5": false, "raum": 31339000.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "investment_companies", "label": "Investment companies", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "business_development_companies", "label": "Business development companies", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "charitable", "label": "Charitable organizations", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "insurance_companies", "label": "Insurance companies", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "other", "label": "Other", "count": 0, "fewer_than_5": false, "raum": null } ], "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281877", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }