SourcingSourcing

COORDINATED FINANCIAL PLANNING CORP

C40
CRD 105143·SEC 801-19769·CINCINNATI, OH
AUM
$343.2M
$100M-$500M
Est. Revenue
$3.4M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COORDINATED FINANCIAL PLANNING CORP
CRD
105143
SEC file #
801-19769
EIN
—
DBA names
—

Economics

AUM
$343.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$222.8M → $343.2M▲ +54%
Client mix
Individuals Other254
Individuals High Net Worth113

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
CINCINNATI OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/11/2026
ADV-W filed at
—
Website
coordinatedfinancialplanning.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PERRIN, STEPHEN, HERBERT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
PERRIN, STEPHEN, HERBERT
BARTO, KEVIN, J.
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
COORDINATEDFINANCIALPLANNING.COM
Rdap Domain Creation Date
2003-10-17T17:13:35Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
Bluehost Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Lpl Financial1
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-17T17:13:35Z
Rdap Domain Last Changed
2025-09-17T15:42:04Z
Rdap Nameservers
Ns1.justhost.comNs2.justhost.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4347386
Trust Company Affiliate
No

People (6)

6
PERRIN, STEPHEN, HERBERT
IAR · Direct Owner · 87.5%
4347386
PERIN, JOSEPH, T.
IAR · Executive Officer · 2.5%
7352247
BEAMER, MATTHEW, BUD
IAR · Executive Officer · 2.5%
2366851
BARTO, KEVIN, J.
IAR · Executive Officer · 2.5%
7700770
BENZ, BETHANN
Executive Officer · 2.5%
4347390
Lonny Scott Elfenbein
Executive Officer · 2.5%
2937038