Hedge Fund
    Manages Private Funds

    Coalson Financial Services, LLC

    Registered investment advisor · Las Cruces, New Mexico · CRD #148603

    Assets Under Management
    $14M
    Client Accounts
    56
    Employees
    1
    CRD Number
    148603
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Coalson Financial Services, LLC

    Coalson Financial Services, LLC is a registered investment advisory firm headquartered in Las Cruces, New Mexico, managing approximately $14M in regulatory assets across 56 client accounts. The firm's full regulatory record is filed with the SEC under CRD #148603.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Coalson Financial Services, LLC's AUM?

    Coalson Financial Services, LLC reports approximately $14M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Coalson Financial Services, LLC headquartered?

    Coalson Financial Services, LLC is headquartered in Las Cruces, New Mexico.

    What is Coalson Financial Services, LLC's CRD number?

    Coalson Financial Services, LLC's CRD number is 148603. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Coalson Financial Services, LLC manage?

    Coalson Financial Services, LLC manages approximately 56 client accounts according to its latest SEC filing.

    Is Coalson Financial Services, LLC SEC registered?

    Coalson Financial Services, LLC is registered as a STATE investment adviser.

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