A complete list of active advisors currently associated with Kooman & Associates

Warmer can help you find a great advisor at Kooman & Associates or one who fits your needs even better.

Kooman & Associates is an SEC‑registered investment adviser managing about $555.6 million for roughly 309 clients through an eight‑advisor team. The firm serves individuals (including high‑net‑worth clients), trusts, business entities, and retirement plans, offering discretionary portfolio management, standalone financial planning, and ERISA retirement plan consulting and fiduciary services. The firm applies fundamental analysis across long‑ and short‑term strategies and generally allocates client assets among individual equities, fixed income, mutual funds and ETFs, with ongoing monitoring and the option to use unaffiliated independent managers. It uses technology and platforms — including Pontera for held‑away accounts — to manage asset location and rebalancing, treats cash as an asset class, and notes use of DFA mutual funds that have limited availability outside approved advisers. What is distinctive compared with many peers is the firm’s disclosure of third‑party ratings in its materials and its participation with unaffiliated wrap‑fee program arrangements, both of which are statistically uncommon for similar team firms. The brochure also highlights retirement plan work in 3(21)/3(38) capacities and the operational practices around DFA fund use and custodial platform support, which can affect implementation options and portability of certain fund holdings.

To learn more about the advisors currently working at Kooman & Associates, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.