Kristen E. Coombs Llc
- Regulatory AUM
- $268M
- Discretionary
- $240M
- Clients
- 283
- Avg AUM / client
- $948K
- Accounts
- 639
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of May 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 204 | $46.1M | 17.2% |
| High net worth individuals | 62 | $176M | 65.6% |
| Pension and profit sharing plans | 15 | $44.5M | 16.6% |
| Charitable organizations | 2 | $1.9M | 0.69% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kristen Elizabeth Coombs | Owner | CFP | Oct 2020 (6y) | 75% or more |
| Lauren Gail Gretchen | Chief Compliance Officer | Oct 2021 (5y) | Less than 5% | |
| Blair Scott Hefkin | Registered representative | CFP | Mar 2021 (5y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/13/2026 | 974 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Institutional Wealth Services $219M (82% of AUM) May 2026
- Capital Group $39.1M (15% of AUM) May 2026
- American Funds Distributors, Inc. $4.8M (2% of AUM) Jul 2022
- Fs Investment Solutions, Llc $887K (0% of AUM) Jul 2022
- Northstar Securities, Llc $237K (0% of AUM) Jul 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 13, 2026.
View current Form ADV (SEC/IAPD) ↗