Koon Financial Planning & Consulting, LLC
● SEC registered since 2025CRD 126051SEC# 801-132426Greenwood, IN
Reg. AUM
$146.9M
Employees
2
Accounts
163
Location
Greenwood, IN
Koon Financial Planning & Consulting, LLC assets under management
Koon Financial Planning & Consulting, LLC is a registered investment adviser overseen by the SEC based in Greenwood, IN. The firm has been registered since 2025. It reports $146.9 million in regulatory assets under management and employs 2 people.
Koon Financial Planning & Consulting, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Evan Scott Fruits Control | President | Over 75% | 2021 |
| Hive Enterprises | Holding Company | Under 5% | 2021 |
| Susan Elaine Mitchell | Chief Compliance Officer | Under 5% | 2023 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Koon Financial Planning & Consulting, LLC manage?
Koon Financial Planning & Consulting, LLC reports $146.9 million in regulatory assets under management on its Form ADV.
How many employees does Koon Financial Planning & Consulting, LLC have?
Koon Financial Planning & Consulting, LLC reports 2 employees.
Where is Koon Financial Planning & Consulting, LLC located?
Koon Financial Planning & Consulting, LLC is based in Greenwood, IN and has been SEC-registered since 2025.
Does Koon Financial Planning & Consulting, LLC disclose fund performance?
Koon Financial Planning & Consulting, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 384 N Madison Ave Ste. 200, Greenwood, IN 46142 |
| Phone | 317-887-1714 |
| Office hours | 8:30 A.M To 5:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$146.9M▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$146.9Mregulatory AUM
Discretionary $145.2MNon-discretionary $1.8M