The $ Coach, LLC

Overview

The $ Coach, LLC operates as a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm targets individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and educational seminars/workshops. Fee arrangements are flexible and include a percentage of assets under management, hourly charges, and fixed fees. Investment activity is concentrated in pooled public investments rather than large, direct equity positions. The firm’s filings indicate a preference for public funds and mutual funds as the primary vehicle for client exposure, supplemented by access to third‑party alternative managers for hedge fund and real estate strategies and use of annuities where appropriate. The adviser operates on a non‑discretionary basis for the assets disclosed and does not identify as an ESG or multi‑state specialist.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices