DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C•••••
Legal name C••••• A••••••• L••
Latest filing Apr 10, 2026
First filing on the tape Jul 1, 2024 · 5 filings
SEC status approved since Aug 14, 2024
RAUM
$1.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.5%
$6.5M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$1.3B
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$1.3B as of Apr 10, 2026
Mar 31, 2025$1.0B then
HNW client RAUM$2.9M as of Apr 10, 2026
Mar 31, 2025$5.1M then
State-registered IARs (5.B.3)1 as of Apr 10, 2026
Mar 31, 20251 then
Employees (5.A)1 as of Apr 10, 2026
Mar 31, 20251 then
Private funds: no history
RAUM +31% over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of Apr 10, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $1.3BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 28derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $483,333derivedHNW RAUM over HNW clients
- Average account
- $20.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +31%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -3.4%derived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Other investment advisers$1.3B100%
- Individuals$3.6M0.3%
- High-net-worth individuals$2.9M0.2%
- Individual clients
- 22reported
- HNW clients
- 6reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 66reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| C••••• L••••Chartered Financial Analyst | Snoqualmie, Wa | Jul 19, 2018 | 12 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- L••••• C••••• · Principal, Ccocontrolsince 05/2018 · owns less than 5%
- L••••• C••••• · Principalcontrolsince 05/2018 · owns 75% or more of C•••••• L••
Entity owners
- C•••••• L•• · Owner (Holding Company)direct · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory activities · 2 to 3Jan 16, 2026 to Apr 10, 2026
- HQ city · SNOQUALMIE to Jan 16, 2026 to Apr 10, 2026
- HQ state · WA to Jan 16, 2026 to Apr 10, 2026
- HNW clients · 10 to 6Mar 31, 2025 to Jan 16, 2026
- Individual clients · 19 to 22Mar 31, 2025 to Jan 16, 2026
- Discretionary RAUM · $1.0B to $1.3BMar 31, 2025 to Jan 16, 2026
- HNW RAUM · $5.1M to $2.9MMar 31, 2025 to Jan 16, 2026
- Individual RAUM · $3.4M to $3.6MMar 31, 2025 to Jan 16, 2026
- RAUM · $1.0B to $1.3BMar 31, 2025 to Jan 16, 2026
- Accounts · 68 to 66Jul 15, 2024 to Mar 31, 2025
- HNW clients · 11 to 10Jul 15, 2024 to Mar 31, 2025
- Individual clients · 21 to 19Jul 15, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jul 15, 2024 to Mar 31, 2025
- Discretionary RAUM · $838M to $1.0BJul 15, 2024 to Mar 31, 2025
- HNW RAUM · $6.6M to $5.1MJul 15, 2024 to Mar 31, 2025
- Individual RAUM · $3.6M to $3.4MJul 15, 2024 to Mar 31, 2025
- RAUM · $838M to $1.0BJul 15, 2024 to Mar 31, 2025
Signals
2 dated events
- Cohalo reported RAUM $1.3B, up 31% from $1.0B (2025-03-31 to 2026-01-16)Jan 16, 2026 · RAUM change · derived
- Cohalo filed its initial SEC registration (Form ADV)Jul 1, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/cohaloreportedpublic record, Form ADV, Sep 19, 2026
- Website
- c•••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 833-426-4256reportedpublic record, Form ADV, Apr 10, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $1.3Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026