RIA Intel›Advisers›Kentucky›COATS FINANCIAL PLANNING, INC.

COATS FINANCIAL PLANNING, INC.

Advisory

LOUISVILLE, KY

Data as of Jun 23, 2026 · Source: SEC Form ADV

Total AUM

—

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM—

Discretionary AUM—

Non-Discretionary AUM—

Discretionary %—

Total Clients144

Team

Total Employees5

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, IN, KY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

144 clients

120 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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