Cohalo Advisory LLC
● SEC registered since 2024CRD 297315SEC# 801-130847
Reg. AUM
$1.35B
Employees
1
Accounts
66
Location
—
Cohalo Advisory LLC assets under management
Cohalo Advisory LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2024. It reports $1.3 billion in regulatory assets under management and employs 1 people.
Cohalo Advisory LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cohalo, LLC Control | Owner (holding Company) | Over 75% | 2019 |
| Colton Loder Control | Principal, Cco | Under 5% | 2018 |
| Colton Loder Control | Principal | Over 75% | 2018 |
Frequently asked questions
How much does Cohalo Advisory LLC manage?
Cohalo Advisory LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Cohalo Advisory LLC have?
Cohalo Advisory LLC reports 1 employees.
Does Cohalo Advisory LLC disclose fund performance?
Cohalo Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 833-426-4256 |
| Fax | 833-426-4256 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 2056438 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.35B▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$1.35Bregulatory AUM
Discretionary $1.35B