SourcingSourcing

COHALO ADVISORY LLC

C37
CRD 297315·SEC 801-130847·SNOQUALMIE, WA
AUM
$1.35B
$1B+
Est. Revenue
$13.5M
@ 1% on AUM
Est. EBITDA
$4.0M
@ 30% margin
Est. Deal Value
$32.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COHALO ADVISORY LLC
CRD
297315
SEC file #
801-130847
EIN
412597364
DBA names
Cohalo

Economics

AUM
$1.35B
AUM band
$1B+
AUM trajectory
'25'26
$1.03B → $1.35B▲ +31%
Client mix
Individuals Other22
Individuals High Net Worth6
Other Investment Advisers2
Insurance Companies1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
SNOQUALMIE WA
Branches
Count1

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
04/10/2026
ADV-W filed at
—
Website
cohalo.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COHALO, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
COHALO, LLC
LODER, COLTON
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Website Staleness Score
0.593
Wayback Last Material Change
2025-07-16T12:20:47.000Z
Wayback Snapshot Count
49
Wayback Snapshots Last 12mo
5
Wayback First Snapshot
2018-08-04T23:48:09.000Z
Wayback Last Snapshot
2025-07-20T03:02:08.000Z
Rdap Domain
COHALO.COM
Rdap Domain Creation Date
2013-10-30T17:25:09Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
NameCheap, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002100880
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-12-18
Edgar Last Filing Date
2025-12-18
Edgar Form D Count
1
Edgar Form D Offerings
2025-12-182025-12-18 · 0002100880-25-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
35302 SE CENTER ST.SUITE 503SNOQUALMIE, WA 98065
Business
35302 SE CENTER ST.SUITE 503SNOQUALMIE, WA 98065
Edgar EIN
412597364
Edgar Recent Filings
D2025-12-18 · 0002100880-25-000002
Firm Has Custody
No
Rdap Domain Expiration Date
2026-10-30T17:25:09Z
Rdap Domain Last Changed
2025-08-29T14:24:10Z
Rdap Nameservers
Dns1.registrar-servers.comDns2.registrar-servers.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No
Wayback Avg Days Between Changes
97.6
Wayback Closest Snapshot Ts
2025-07-20T03:02:08.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20250720030208/https://cohalo.com/
Wayback Distinct Digest Count
27

People (1)

1
LODER, COLTON
IAR · Executive Officer · 2.5%
5376609