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

independent wealth managerderivedprivate_client_share=0.83 fund_share=0.0 institutional_share=0.17 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$268MItem 5.F on the latest filing (2026-05-13); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$240M

Private client RAUM

$222MderivedItem 5.D individuals plus high net worth individuals

Private client share

83%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$89.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

2

Offices

3Schedule D 1.F, beyond the principal office

Accounts

639

Individual clients

204

High net worth clients

62

SEC number

801-119770

CRD

311243

Filings on the tape

27

First filed

Oct 12, 2020

Latest filed

May 13, 2026

Organised

Limited Liability Company, PA

• Occurred

  Oct 12, 2020
  First Form ADV filing

  Kristen E. Coombs Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d4cdaa86-84e6-13a5-3b13-d7faff0a8d00

First observed

Oct 12, 2020

Last observed

May 13, 2026 4 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.