# Coho Advisory Services, LLC

> Coho Advisory Services, LLC is a state-registered investment advisory firm in Anchorage, AK, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.

- CRD: 325710
- Filed as: COHO ADVISORY SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Anchorage, AK
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325710
- AdvisorCensus page: https://advisorcensus.com/firm/coho-advisory-services-llc-anchorage-ak-325710

## Quick answers

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

**Where is Coho Advisory Services, LLC located?**
Coho Advisory Services, LLC's principal office is in Anchorage, AK, according to its Form ADV.

**Is Coho Advisory Services, LLC registered with the SEC or a state?**
Coho Advisory Services, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325710.

**How much does Coho Advisory Services, LLC manage?**
Coho Advisory Services, LLC reports $52,421,554 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (28% discretionary).

**What types of clients does Coho Advisory Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (141); high net worth individuals (7); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Does Coho Advisory 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/325710

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $52,421,554
- Discretionary: $14,637,498
- Non-discretionary: $37,784,056

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 141 | $28,862,519 |
| High net worth individuals | 7 | $17,365,508 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $5,894,920 |
| Corporations or other businesses not listed above | 3 | $298,607 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, CA, CO, ID, MO, NV, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cohofinancialgroup.com
- financial-outfitters.com
- finoutfitters.com
- Facebook @CohoFinancialGroup
- LinkedIn @coho-financial-group1
- LinkedIn @financial-outfitters

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coho Advisory Services, LLC (CRD 325710): Form ADV filing data as of October 2026.