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COONS ADVISORS

COLUMBUS, OH · CRD 129067 · IAPD ↗ · coonsadvisors.com · 614-918-3500

$587.0MRegulatory AUM
6Advisory reps
9Employees
2Clients
51-100Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — COONS ADVISORS (COLUMBUS, OH) left the SEC roster (was $587.0M RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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