RIA Intel›Advisers›Alabama›COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC

COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC

Advisory

AL

Data as of Jul 1, 2026 · Source: SEC Form ADV

Rank in AL
#114
of 158 advisers by AUM
Average account
$342K
across 261 accounts
AUM per adviser
$45M
2 advisers

Source: SEC Form ADV. Figures as filed Jul 1, 2026.

Total AUM
$89M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$89M
Discretionary AUM$64M
Non-Discretionary AUM$26M
Discretionary %71.4%
Total Clients75
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InAL, FL, LA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AL

Closest by assets under management. All figures from Form ADV.

INTELUS ADVISORY GROUP, LLC
BIRMINGHAM, AL
$89M
D. PATERSON COPE WEALTH MANAGEMENT LLC
BIRMINGHAM, AL
$88M
MCKINNEY CAPITAL, LLC
BIRMINGHAM, AL
$91M
+4.5% 1Y
CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC
DAPHNE, AL
$87M
+30.5% 1Y
BROWN FINANCIAL ADVISORY INC
FAIRHOPE, AL
$93M
+13.2% 1Y
AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC
BIRMINGHAM, AL
$95M
+40.0% 1Y

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