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COHALO
Legal name: COHALO ADVISORY LLC
CRD 297315File 801-130847
APPROVED
Retail clients
Filing as of Apr 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.35B
Above cohort median (national)
Discretionary AUM
$1.35B
Clients
31
66 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 14, 2024
- Principal office
- Not reported
- Phone
- 833-426-4256
- Website
- https://cohalo.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.35B
- Discretionary AUM
- $1.35B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 66
- Non-discretionary accounts
- 0
- Total accounts
- 66
- AUM per client
- $43.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | $1.34B |
| High net worth individuals | 6 | $2.9M |
| Individuals (other than high net worth individuals) | 22 | $3.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.