KO Financial

Overview

KO Financial is an independent, corporate-structured registered investment adviser that serves both individual/family and institutional clients. The firm combines portfolio management and financial planning with insurance brokerage services. Its advisory scope, as reported, includes financial planning, portfolio management for individuals and small businesses, and pension consulting. Ownership is listed as an individual proprietor, and the adviser charges a mix of fee arrangements: asset-based fees, hourly rates, and fixed fees. KO Financial does not identify as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives