WEST CHESTER, PACRD 170478Latest ADV March 18, 2026
Financial Coach is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Chester, PA. Its latest Form ADV filing, dated March 18, 2026, reports $397M in regulatory assets under management, 7 employees, and 774 accounts.
Assets Under Management
$397M
Employees
7
Offices
--
Total Clients
253
Primary office
WEST CHESTER, PA
940 E. BOOT RD., SUITE 101, WEST CHESTER, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.0% of total clients.
Top client categories% of clientsClients
1
Individuals
68.0%
172
2
HNWI
32.0%
81
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$397Mas of March 18, 2026
Discretionary100.0%
$397M
100% of total RAUM100.0%
Non-discretionary0.0%
$109K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$397M
Total Accounts774
10Y AUM Change+$249M (+168.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee36:1
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.