COORDINATED FINANCIAL PLANNING CORP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $343.2M |
| Discretionary | $337.1M98% of AUM |
| Non-Discretionary | $6.1M |
| Client Accounts | 1,179 |
| Avg Account Size | $291K |
| Employees | 6 |
| Peak AUM | $343.2MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $343M | +18.4% | +10.4% | +5.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $343.2M |
| Discretionary | $337.1M |
| Employees | 6 |
| Client Accounts | 1179 |
| Client Range | 251-500 |
Contact & Location
Address
4555 LAKE FOREST DRIVE #560
CINCINNATI OH 45242
Phone
513-769-3131
Filing History
46 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$337M
98.2% of AUM
Non-Discretionary
$6M
1.8% of AUM
Disc. mix ▲ 4.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported