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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

COORDINATED FINANCIAL SERVICES, INC.

CRD 147881

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bbc87881-6766-48e5-a64c-39079a36d5c1

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 8
On other graphs: 0
Observed: May 7, 2021 to Mar 26, 2026
14 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $427MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $422M
Private client RAUM: $423MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 797
Individual clients: 233
High net worth clients: 101
Custody, client assets: $42.7M
SEC number: 801-121435
CRD: 147881
Filings on the tape: 14
First filed: May 7, 2021
Latest filed: Mar 26, 2026
Organised: Corporation, CO
Website: lifetime-capital.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HURT, KYLE, JOHN	PRINCIPAL/ADVISOR	C	yes	03/2011	May 7, 2021	Aug 3, 2024
OBERT, MATTHEW, MICHAEL	Principal	C	yes	01/2023	Jan 18, 2023	Aug 3, 2024
ROGERS, SHAWN, ANTHONY	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	B	yes	05/2008	May 7, 2021	Aug 3, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 26, 2026	$427M	$422M	4	3	n/a	n/a
2024	Mar 31, 2025	$352M	$341M	4	3	n/a	n/a
2023	Mar 12, 2024	$318M	$307M	4	3	n/a	n/a
2022	Mar 8, 2023	$117M	$107M	2	2	n/a	n/a
2021	Mar 22, 2022	$133M	$133M	2	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	3	-3	n/a	0	0	0	0	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$427M	$352M	21.2%	$117M	54.2%	4	4	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
IMA ADVISORY SERVICES, INC.	3	May 1, 2026	May 1, 2026	DENVER, CO	Firm absorbed	RIA to RIA	100.0%

Relationships

Moved with (1)

→ IMA ADVISORY SERVICES, INC.Registered adviser3 advisors, firm absorbed, same day
May 1, 2026 to May 1, 2026factForm ADV

Registered with (3)

← SHAWN ANTHONY ROGERSAdvisorregistration: previous registration
Oct 3, 2008 to May 1, 2026factForm ADV
← MATTHEW MICHAEL OBERTAdvisorregistration: previous registration
Jan 11, 2023 to May 1, 2026factForm ADV
← KYLE JOHN HURTAdvisorregistration: previous registration
Mar 15, 2011 to May 1, 2026factForm ADV

Controls (3)

← ROGERS, SHAWN, ANTHONYOwnerPRINCIPAL AND CHIEF COMPLIANCE OFFICER, ownership code B, individual
May 7, 2021 to Aug 3, 2024factForm ADV
← OBERT, MATTHEW, MICHAELOwnerPRINCIPAL, ownership code C, individual
Jan 18, 2023 to Aug 3, 2024factForm ADV
← HURT, KYLE, JOHNOwnerPRINCIPAL/ADVISOR, ownership code C, individual
May 7, 2021 to Aug 3, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
May 1, 2026
Firm absorbed
Coordinated Financial Services, Inc.'s advisors moved to Ima Advisory Services, Inc. (Denver, CO): 3 of 3 registered, on the same day
Form ADVobserved 6 days ago
3 advisors
Occurred
May 1, 2026
Advisor changed firm
Shawn Anthony Rogers left Coordinated Financial Services, Inc. for Ima Advisory Services, Inc. (registered 2026-05-01)
Form ADVobserved 6 days ago
Occurred
May 1, 2026
Advisor changed firm
Kyle John Hurt left Coordinated Financial Services, Inc. for Ima Advisory Services, Inc. (registered 2026-05-01)
Form ADVobserved 6 days ago
Occurred
May 1, 2026
Advisor changed firm
Matthew Michael Obert left Coordinated Financial Services, Inc. for Ima Advisory Services, Inc. (registered 2026-05-01)
Form ADVobserved 6 days ago
Occurred
Mar 12, 2024
Regulatory AUM changed
Coordinated Financial Services, Inc. reported RAUM $318.1M, up 173% from $116.5M (2024-01-29 to 2024-03-12)
Form ADVobserved 6 days ago
$202M
Occurred
Jan 18, 2023
Control person joined
Michael Matthew Obert (Principal) appeared on Schedule A of Coordinated Financial Services, Inc.
Form ADVobserved 6 days ago
Occurred
May 7, 2021
First Form ADV filing
Lifetime Capital Management filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Jun 1, 2026
Coordinated Financial Services, Inc. no longer on the SEC adviser roster (last listed 2026-05-01, RAUM $427.3M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bbc87881-6766-48e5-a64c-39079a36d5c1
First observed: May 7, 2021
Last observed: Mar 26, 2026 5 months 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.

COORDINATED FINANCIAL SERVICES, INC.

CRD 147881

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bbc87881-6766-48e5-a64c-39079a36d5c1

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:32 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HURT, KYLE, JOHN

PRINCIPAL/ADVISOR

yes

03/2011

May 7, 2021

Aug 3, 2024

OBERT, MATTHEW, MICHAEL

Principal

yes

01/2023

Jan 18, 2023

Aug 3, 2024

ROGERS, SHAWN, ANTHONY

PRINCIPAL AND CHIEF COMPLIANCE OFFICER

yes

05/2008

May 7, 2021

Aug 3, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$427M

$422M

n/a

2024

Mar 31, 2025

$352M

$341M

n/a

2023

Mar 12, 2024

$318M

$307M

n/a

2022

Mar 8, 2023

$117M

$107M

n/a

2021

Mar 22, 2022

$133M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-3

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$427M

$352M

21.2%

$117M

54.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

IMA ADVISORY SERVICES, INC.

May 1, 2026

DENVER, CO

Firm absorbed

RIA to RIA

100.0%