RIA Intel›Advisers›Alaska›COHO ADVISORY SERVICES, LLC

COHO ADVISORY SERVICES, LLC

Advisory

ANCHORAGE, AK

Data as of Aug 14, 2026 · Source: SEC Form ADV

Average account

$169K

across 310 accounts

AUM per adviser

$9M

6 advisers

Source: SEC Form ADV. Figures as filed Aug 14, 2026.

Total AUM

$52M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$52M

Discretionary AUM$15M

Non-Discretionary AUM$38M

Discretionary %27.9%

Total Clients157

Team

Total Employees6

Investment Advisers6

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In9 states

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

157 clients

7 high-net-worth

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

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