Firm profile

Coordinated Financial Planning Corp

CINCINNATI, OHCRD 105143Registration Status: ApprovedEffective since September 19, 1983SEC # 801-19769Latest ADV June 3, 2026

Coordinated Financial Planning Corp is an SEC registered investment adviser organized as a corporation with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated June 3, 2026, reports $343M in regulatory assets under management, 6 employees, 1 office, and 1,179 accounts.

Assets Under Management
$343M
Employees
6
Offices
1 office
Total Clients
367

Associated firm names

1 name listed
  • COORDINATED FINANCIAL PLANNING CORP

Leadership

2 roles identified
CEOStephen H. Perrin
CCOLonny S. Elfenbein

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees

Offices & Contact

Primary office

CINCINNATI, Ohio, United States

Loading map…

Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Ohio

CINCINNATIPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$343Mas of June 3, 2026
Discretionary98.2%
$337M
98% of total RAUM98.2%
Non-discretionary1.8%
$6M
2% of total RAUM1.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentIndividuals represent 69.2% of total clients.
Top client categories% of clientsClients
1
Individuals
69.2%
254
2
HNWI
30.8%
113
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$343M
Total Accounts1,179
10Y AUM Change+$105M (+44.3%)

Private Funds

Private funds reported by Coordinated Financial Planning Corp

Loading private fund disclosures…

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee61:1
10Y Employee Change+1 (+20.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
STEPHEN HERBERT PERRINDirect owner · Schedule AInterest in COORDINATED FINANCIAL PLANNING CORP
75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Coordinated Financial Planning Corp.

No indirect ownership information reported in the source’s Schedule B.

Reported ownership and control details

Form ADV · Filing date 2026-06-03 · Schedules A and B

6 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1STEPHEN HERBERT PERRINCHIEF EXECUTIVE OFFICERIndividualCOORDINATED FINANCIAL PLANNING CORP75% or moreCode EYesCHIEF EXECUTIVE OFFICER12/2022Schedule APDF page 18
2MATTHEW BUD BEAMERSENIOR FINANCIAL PLANNERIndividualCOORDINATED FINANCIAL PLANNING CORPLess than 5%Code NANoSENIOR FINANCIAL PLANNER05/2001Schedule APDF page 18
3BETHANN BENZOFFICE ADMINISTRATORIndividualCOORDINATED FINANCIAL PLANNING CORPLess than 5%Code NANoOFFICE ADMINISTRATOR08/1999Schedule APDF page 18
4JOSEPH T. PERINFINANCIAL PLANNERIndividualCOORDINATED FINANCIAL PLANNING CORPLess than 5%Code NANoFINANCIAL PLANNER06/2020Schedule APDF page 18
5KEVIN J. BARTOOFFICE ADMINISTRATORIndividualCOORDINATED FINANCIAL PLANNING CORPLess than 5%Code NANoOFFICE ADMINISTRATOR12/2022Schedule APDF page 18
6Lonny Scott ElfenbeinCHIEF COMPLIANCE OFFICERIndividualCOORDINATED FINANCIAL PLANNING CORPLess than 5%Code NANoCHIEF COMPLIANCE OFFICER09/2023Schedule APDF page 18

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 6/3/2026 9:43:39 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.