Koon Financial Planning & Consulting/Kfp&C is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwood, IN. Its latest Form ADV filing, dated March 10, 2026, reports $147M in regulatory assets under management, 2 employees, 1 office, and 163 accounts.
Assets Under Management
$147M
Employees
2
Offices
1 office
Total Clients
163
Primary office
GREENWOOD, IN
384 N MADISON AVE STE. 200, GREENWOOD, IN, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.1% of total clients.
Top client categories% of clientsClients
1
Individuals
60.1%
98
2
HNWI
33.7%
55
3
Charitable
6.1%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$147Mas of March 10, 2026
Discretionary98.8%
$145M
99% of total RAUM98.8%
Non-discretionary1.2%
$2M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$147M
Total Accounts163
10Y AUM Change+$32M (+28.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee82:1
10Y Employee Change0 (0.0%)
* 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.