# Cole Financial Advisors, Inc.

> Cole Financial Advisors, Inc. is a state-registered investment advisory firm in Provo, UT, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated December 11, 2024.

- CRD: 323312
- Filed as: COLE FINANCIAL ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Provo, UT
- Filing period: October 2026
- Form ADV filing dated: December 11, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323312
- AdvisorCensus page: https://advisorcensus.com/firm/cole-financial-advisors-inc-provo-ut-323312

## Quick answers

**How is Cole Financial Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Cole Financial Advisors, Inc. 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 Cole Financial Advisors, Inc. located?**
Cole Financial Advisors, Inc.'s principal office is in Provo, UT, according to its Form ADV.

**Is Cole Financial Advisors, Inc. registered with the SEC or a state?**
Cole Financial Advisors, Inc. is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 323312.

**How much does Cole Financial Advisors, Inc. manage?**
Cole Financial Advisors, Inc. reports $0 in regulatory assets under management in its Form ADV filing dated December 11, 2024.

**Does Cole Financial Advisors, Inc. 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/323312

## From the Form ADV filing

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

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

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

### Firm details
- Registered since: 2022 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, IA, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- colefinancialadvisors.com
- Facebook @chris.cole.503645
- Facebook @ed.cole.771
- Instagram @eddiejcole
- Instagram @mrchris003
- LinkedIn @chris-cole-cfp®-aa913957

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cole Financial Advisors, Inc. (CRD 323312): Form ADV filing data as of October 2026.