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KOON FINANCIAL PLANNING & CONSULTING/KFP&C

GREENWOOD, IN · CRD 126051 · IAPD ↗ · koonfinancial.com; https · 317-887-1714

$146.9MRegulatory AUM
1Advisory reps
2Employees
0Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — KOON FINANCIAL PLANNING & CONSULTING/KFP&C reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2026 — KOON FINANCIAL PLANNING & CONSULTING/KFP&C reported RAUM up 28% ($114.5M -> $146.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
December 2025 — KOON FINANCIAL PLANNING & CONSULTING/KFP&C (GREENWOOD, IN) is newly SEC-registered with $114.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.