COHALO

COHALO ADVISORY LLC

CRD 297315 · SEC 801-130847

Visit website

UT, United States

Phone

833-426-4256

Fax

833-426-4256

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.35B

Discretionary AUM

$1.35B

Team

1 total employees; 1 advisory reps; 3 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-10

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)SUB-ADVISORY SERVICES FOR OTHER ADVISERS, AS WELL AS NON-DISCRETIONARY CONSULTING TO INSTITUTIONS

Client types

Type	Clients	AUM
Individuals	22	$3.6M
High net worth individuals	6	$2.9M
Other investment advisers	2	$1.34B
Insurance companies	1	—

States served

UT, WA

All web addresses on file

https://cohalo.com
https://www.linkedin.com/company/cohalo
https://www.facebook.com/cohaloadvisory/
https://x.com/_cohalo_

Official SEC filing: View on IAPD