# Koala Financial

> 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.

- CRD: 340891
- Filed as: KOALA FINANCIAL
- Legal name: Koala Financial, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bonita, CA
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340891
- AdvisorCensus page: https://advisorcensus.com/firm/koala-financial-bonita-ca-340891

## Quick answers

**How is Koala Financial compensated?**
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).

**Where is Koala Financial located?**
Koala Financial's principal office is in Bonita, CA, according to its Form ADV.

**Is Koala Financial registered with the SEC or a state?**
Koala Financial is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340891.

**How much does Koala Financial manage?**
Koala Financial reports $0 in regulatory assets under management in its Form ADV filing dated June 2, 2026.

**Does Koala Financial 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/340891

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

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

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- koala.cpa
- Facebook @koalafinancial
- Instagram @koalafinancial
- LinkedIn @koalafinancial
- TikTok @koalafinancial
- X @koalafinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Koala Financial (CRD 340891): Form ADV filing data as of October 2026.