Jonathan Skorich
Coah Financial · Colorado Springs, Colorado
Jonathan Skorich is a fee-only financial advisor at Coah Financial in Colorado Springs, Colorado. Coah Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Coah Financial |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.5M across 13 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 6697630 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Jonathan's firm compares
- Coah Financial's average account is about $266,000, from its Form ADV (assets managed divided by 13 accounts).
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Questions about Jonathan
Is Jonathan Skorich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Coah Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Coah Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jonathan Skorich based?
Jonathan Skorich is based in Colorado Springs, Colorado.
Is Jonathan Skorich registered with the SEC?
Yes. Jonathan Skorich is registered as an investment adviser representative in CO and TX (CRD 6697630), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Coah Financial manage?
Coah Financial reports $3.5M across 13 accounts in assets under management.
How do I contact Jonathan Skorich?
Contact details aren't on file yet. Search for Coah Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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