This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

state registeredderivedon the IAPD state feed, not SEC-registered

Regulatory AUM

$52.4MItem 5.F on the latest filing (2026-08-14); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$14.6M

Private client RAUM

$46.2MderivedItem 5.D individuals plus high net worth individuals

Private client share

88%derivedprivate client RAUM over total RAUM

Employees

6

Advisory employees

6

Offices

2Schedule D 1.F, beyond the principal office

Accounts

310

Individual clients

141

High net worth clients

7

CRD

325710

Filings on the tape

1

First filed

Aug 14, 2026

Latest filed

Aug 14, 2026

Organised

Limited Liability Company, NV

Website

cohofinancialgroup.com

• Occurred

  Oct 8, 2024
  Advisor changed firm

  Michael Vierzba left Coho Advisory Services, Llc for State Farm Investment Management Corp. (registered 2025-08-15)

  Form ADVobserved 5 days ago
• Occurred

  Jun 27, 2023
  Team lift-out

  2 advisors left Ameritas Advisory Services, LLC (Anchorage, AK) for Coho Advisory Services, LLC on the same day

  Form ADVobserved 4 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:894a2e20-da53-59a8-5b97-4605c4219fef

First observed

Aug 14, 2026

Last observed

Aug 14, 2026 37 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.