{
  "crd_number": 340891,
  "slug": "koala-financial-bonita-ca-340891",
  "primary_business_name": "KOALA FINANCIAL",
  "legal_name": "KOALA FINANCIAL, INC.",
  "dbas": [],
  "city": "Bonita",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2026-04-23",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-06-02",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://facebook.com/koalafinancial",
    "https://instagram.com/koalafinancial",
    "https://koala.cpa",
    "https://linkedin.com/company/koalafinancial",
    "https://tiktok.com/koalafinancial",
    "https://x.com/koalafinancial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340891",
  "city_as_filed": "BONITA",
  "url": "https://advisorcensus.com/firm/koala-financial-bonita-ca-340891",
  "display_name": "Koala Financial",
  "summary": "Koala Financial is a state-registered investment advisory firm in Bonita, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 2, 2026.",
  "citation": "AdvisorCensus. Koala Financial (CRD 340891): 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)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Koala Financial compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Koala Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Koala Financial located?",
      "a": "Koala Financial's principal office is in Bonita, CA, according to its Form ADV."
    },
    {
      "q": "Is Koala Financial registered with the SEC or a state?",
      "a": "Koala Financial is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340891."
    },
    {
      "q": "How much does Koala Financial manage?",
      "a": "Koala Financial reports $0 in regulatory assets under management in its Form ADV filing dated June 2, 2026."
    },
    {
      "q": "Does Koala Financial report any disciplinary disclosures?",
      "a": "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/340891"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/koala-financial-bonita-ca-340891.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/340891",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}