Cosner Financial Group, LLC
● SEC registered since 2015CRD 147942SEC# 801-95177Windsor, CO
Reg. AUM
$369.8M
Employees
5
Accounts
991
Location
Windsor, CO
Cosner Financial Group, LLC assets under management
Cosner Financial Group, LLC operates as an SEC-registered investment adviser based in Windsor, CO. The firm has been registered since 2015. It reports $369.8 million in regulatory assets under management and employs 5 people.
Cosner Financial Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeremy Caleb Newton | Cco-Chief Compliance Officer | Under 5% | 2021 |
| Ryan Patrick Cosner Control | Managing Member | Over 75% | 2008 |
Frequently asked questions
How much does Cosner Financial Group, LLC manage?
Cosner Financial Group, LLC reports $369.8 million in regulatory assets under management on its Form ADV.
How many employees does Cosner Financial Group, LLC have?
Cosner Financial Group, LLC reports 5 employees.
Where is Cosner Financial Group, LLC located?
Cosner Financial Group, LLC is based in Windsor, CO and has been SEC-registered since 2015.
Does Cosner Financial Group, LLC disclose fund performance?
Cosner Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 628 Main St, Windsor, CO 80550 |
| Phone | (970) 482-3922 |
| Fax | (866) 260-1029 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$369.8M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$369.8Mregulatory AUM
Discretionary $368MNon-discretionary $1.8M