Kooman & Associates is an SEC registered investment adviser organized as a limited liability company with a primary office location in Altoona, PA. Its latest Form ADV filing, dated March 12, 2026, reports $556M in regulatory assets under management, 10 employees, 2 offices, and 1,596 accounts.
Top client segmentHNWI represent 47.7% of total clients.
Top client categories% of clientsClients
1
HNWI
47.7%
158
2
Individuals
45.6%
151
3
Corporations
4.8%
16
4
Charitable
1.8%
6
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$556Mas of March 12, 2026
Discretionary100.0%
$556M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
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$556M
Total Accounts1,596
10Y AUM Change+$556M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee33:1
10Y Employee Change+2 (+25.0%)
* 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.