# The Financial Coaching Group

The Financial Coaching Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/the-financial-coaching-group

## Regulatory record

- **CRD number:** 150371
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150371

## About

THE FINANCIAL COACHING GROUP, INC. is a state-registered investment adviser in LAGUNA HILLS, CA. The firm manages $28 million in assets, $4 million on a discretionary basis. It has 3 employees and 2 investment advisers.

## Questions

### Where is The Financial Coaching Group located?

The firm's headquarters city and address are not available in public sources. SEC registration does not require a physical address to be published in an easily searchable format.

### Does the firm make direct investments or co-investments?

No public evidence exists that The Financial Coaching Group engages in direct investments, co-investments, or fund commitments. Its RIA status and coaching name imply a financial-planning and advisory role rather than an allocator model.

## Related profiles

- [Much Wealth Management, Inc.](https://altss.com/profile/much-wealth-management-inc)
- [FAUST CAPITAL MANAGEMENT, LLC](https://altss.com/profile/faust-capital-management-llc)

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

Canonical page: https://altss.com/profile/the-financial-coaching-group-inc

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