# Cole Financial Advisors

Cole Financial Advisors is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 323312
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323312

## About

COLE FINANCIAL ADVISORS, INC. is a state-registered investment adviser in PROVO, UT. The firm has 2 employees and 2 investment advisers. It is based in Utah.

## Questions

### What investment stages or asset classes does Cole Financial Advisors target?

No target investment stages or asset classes have been disclosed. The firm's public record offers no breakdown of allocations to equities, fixed income, alternatives, or any other category.

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- [SmartAlpha Wealth Advisors](https://altss.com/profile/smartalpha-wealth-advisors-llc)
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Last updated: 2026-08-14T12:30:00.000Z

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