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Coalson Financial Services
COALSON FINANCIAL SERVICES, LLC is an SEC-registered investment adviser in LAS CRUCES, NM. The firm manages approximately $14 million in regulatory assets.
Coalson Financial Services
COALSON FINANCIAL SERVICES, LLC is an SEC-registered investment adviser in LAS CRUCES, NM. The firm manages approximately $14 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Las Cruces
Corporate office
Middletown, Ohio, United States
Principals
Alan Coalson
Founder and President
Sector focus
Frequently asked questions
Who runs investment decisions at Coalson Financial Services?
Alan Coalson, the founder and president, leads investment decisions. He built the firm from his financial services background and retains close involvement in all capital deployment decisions (per public record).
Does Coalson Financial Services invest outside the United States?
The firm appears to focus on domestic investments, mainly in the Midwest. There is no public evidence of international exposure.
What asset classes does Coalson Financial Services allocate to?
The firm focuses on direct real estate investments, private credit, and operating businesses. Its approach is conservative and cash-flow oriented, avoiding venture capital and public equities.
Is Coalson Financial Services open to outside capital?
Publicly available information suggests that it operates as a traditional single-family office managing only the founding family's wealth. There is no indication of external capital solicitation.
How does Coalson Financial Services source proprietary deal flow?
Given its lean structure, the firm likely relies on the founder's professional network and regional relationships in the Midwest. Specific sourcing mechanisms are not publicly detailed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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