COORDINATED FINANCIAL PLANNING CORP
CRD #105143 SEC #801-19769 CINCINNATI, OH 513-769-3131
SEC Registered
Total AUM
$289.9M
Discretionary
$272.2M
Employees
5
Clients
251
Accounts
1,602
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $289.9M | $272.2M | $17.7M | 5 | 0 |
| Mar 2025 | $289.9M | $272.2M | $17.7M | 5 | 0 |
| Mar 2024 | $273.1M | $257.8M | $15.3M | 5 | 0 |
| Dec 2023 | $248.8M | $234.8M | $14M | 5 | 0 |
| Sep 2023 | $248.8M | $234.8M | $14M | 5 | 0 |
| Mar 2023 | $248.8M | $234.8M | $14M | 5 | 0 |
| Mar 2023 | $248.8M | $234.8M | $14M | 5 | 0 |
| Mar 2023 | $248.8M | $234.8M | $14M | 5 | 0 |
| Feb 2022 | $288M | $274M | $14M | 5 | 0 |
| Mar 2021 | $261.2M | $248.6M | $12.6M | 5 | 0 |
| Jun 2020 | $249.5M | $236.2M | $13.3M | 5 | 0 |
| Mar 2020 | $249.5M | $236.2M | $13.3M | 5 | 0 |
| Mar 2019 | $222.8M | $213.5M | $9.3M | 5 | 0 |
| Mar 2018 | $249.2M | $242.2M | $7M | 4 | 0 |
| Mar 2017 | $237.8M | $230.3M | $7.5M | 5 | 400 |
| Mar 2017 | $237.8M | $230.3M | $7.5M | 5 | 400 |
| Mar 2016 | $232.3M | $225.4M | $6.9M | 5 | 400 |
| Mar 2015 | $246.1M | $238.8M | $7.3M | 5 | 300 |
| Sep 2014 | $229.1M | $221.9M | $7.2M | 5 | 300 |
| Mar 2014 | $229.1M | $221.9M | $7.2M | 5 | 300 |
| Mar 2013 | $184.9M | $179.5M | $5.4M | 5 | 300 |
| Mar 2012 | $158.3M | $153.3M | $5M | 1 | 300 |
| Jul 2011 | $167M | $161.8M | $5.2M | 5 | -- |
| Jul 2011 | $167M | $161.8M | $5.2M | 5 | -- |
| Apr 2011 | $167M | $161.8M | $5.2M | 5 | -- |
| Mar 2010 | $147.9M | $143M | $4.9M | 5 | -- |
| Mar 2008 | $200.8M | $194M | $6.8M | 5 | -- |
| Mar 2007 | $175M | $168.1M | $6.9M | 5 | -- |
| Mar 2006 | $144.1M | $136.9M | $7.2M | 5 | -- |
| Apr 2004 | $105.1M | $99.2M | $5.9M | 5 | -- |
| Apr 2004 | $105.1M | $99.2M | $5.9M | 5 | -- |
| Mar 2002 | $110.7M | $102.2M | $8.5M | 5 | -- |
DateApr 2025
Total AUM$289.9M
Discretionary$272.2M
Non-Disc.$17.7M
Employees5
Clients0
DateMar 2025
Total AUM$289.9M
Discretionary$272.2M
Non-Disc.$17.7M
Employees5
Clients0
DateMar 2024
Total AUM$273.1M
Discretionary$257.8M
Non-Disc.$15.3M
Employees5
Clients0
DateDec 2023
Total AUM$248.8M
Discretionary$234.8M
Non-Disc.$14M
Employees5
Clients0
DateSep 2023
Total AUM$248.8M
Discretionary$234.8M
Non-Disc.$14M
Employees5
Clients0
DateMar 2023
Total AUM$248.8M
Discretionary$234.8M
Non-Disc.$14M
Employees5
Clients0
DateMar 2023
Total AUM$248.8M
Discretionary$234.8M
Non-Disc.$14M
Employees5
Clients0
DateMar 2023
Total AUM$248.8M
Discretionary$234.8M
Non-Disc.$14M
Employees5
Clients0
DateFeb 2022
Total AUM$288M
Discretionary$274M
Non-Disc.$14M
Employees5
Clients0
DateMar 2021
Total AUM$261.2M
Discretionary$248.6M
Non-Disc.$12.6M
Employees5
Clients0
DateJun 2020
Total AUM$249.5M
Discretionary$236.2M
Non-Disc.$13.3M
Employees5
Clients0
DateMar 2020
Total AUM$249.5M
Discretionary$236.2M
Non-Disc.$13.3M
Employees5
Clients0
DateMar 2019
Total AUM$222.8M
Discretionary$213.5M
Non-Disc.$9.3M
Employees5
Clients0
DateMar 2018
Total AUM$249.2M
Discretionary$242.2M
Non-Disc.$7M
Employees4
Clients0
DateMar 2017
Total AUM$237.8M
Discretionary$230.3M
Non-Disc.$7.5M
Employees5
Clients400
DateMar 2017
Total AUM$237.8M
Discretionary$230.3M
Non-Disc.$7.5M
Employees5
Clients400
DateMar 2016
Total AUM$232.3M
Discretionary$225.4M
Non-Disc.$6.9M
Employees5
Clients400
DateMar 2015
Total AUM$246.1M
Discretionary$238.8M
Non-Disc.$7.3M
Employees5
Clients300
DateSep 2014
Total AUM$229.1M
Discretionary$221.9M
Non-Disc.$7.2M
Employees5
Clients300
DateMar 2014
Total AUM$229.1M
Discretionary$221.9M
Non-Disc.$7.2M
Employees5
Clients300
DateMar 2013
Total AUM$184.9M
Discretionary$179.5M
Non-Disc.$5.4M
Employees5
Clients300
DateMar 2012
Total AUM$158.3M
Discretionary$153.3M
Non-Disc.$5M
Employees1
Clients300
DateJul 2011
Total AUM$167M
Discretionary$161.8M
Non-Disc.$5.2M
Employees5
Clients--
DateJul 2011
Total AUM$167M
Discretionary$161.8M
Non-Disc.$5.2M
Employees5
Clients--
DateApr 2011
Total AUM$167M
Discretionary$161.8M
Non-Disc.$5.2M
Employees5
Clients--
DateMar 2010
Total AUM$147.9M
Discretionary$143M
Non-Disc.$4.9M
Employees5
Clients--
DateMar 2008
Total AUM$200.8M
Discretionary$194M
Non-Disc.$6.8M
Employees5
Clients--
DateMar 2007
Total AUM$175M
Discretionary$168.1M
Non-Disc.$6.9M
Employees5
Clients--
DateMar 2006
Total AUM$144.1M
Discretionary$136.9M
Non-Disc.$7.2M
Employees5
Clients--
DateApr 2004
Total AUM$105.1M
Discretionary$99.2M
Non-Disc.$5.9M
Employees5
Clients--
DateApr 2004
Total AUM$105.1M
Discretionary$99.2M
Non-Disc.$5.9M
Employees5
Clients--
DateMar 2002
Total AUM$110.7M
Discretionary$102.2M
Non-Disc.$8.5M
Employees5
Clients--