# COAH Financial

COAH Financial is a Bank / Wealth / Trust based in Colorado Springs, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Colorado Springs, United States
- **Region:** North America
- **Address:** Colorado Springs, United States
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** coahfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/coah-financial

## Regulatory record

- **CRD number:** 332283
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332283

## About

COAH Financial was established in 2024. It functions as a US wealth manager and registered investment advisor. The firm supplies investment advisory services that encompass investment management and financial planning. Clients include individuals, high-net-worth individuals, charitable organizations, corporations, and other businesses. No asset-class allocations, named holdings, or geographic deployment details appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months have been identified. The firm operates as a standard RIA without disclosed hybrid structures, co-investor clubs, or succession arrangements that differentiate it from peer advisors.

## Questions

### Who runs investment decisions at COAH Financial?

No named principals or CIO appear in public records.

### Does COAH Financial participate in fund commitments or only direct deals?

Public materials do not specify fund commitments or direct deal activity.

### What investment stages does COAH Financial typically target?

No information on target stages is available.

## Related profiles

- [Coact Capital](https://altss.com/profile/coact-capital)
- [Coalesce Capital](https://altss.com/profile/coalesce-capital)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/coah-financial

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