Kooman & Associates
- Regulatory AUM
- $556M
- Discretionary
- $556M
- Clients
- 331
- Avg AUM / client
- $1.7M
- Accounts
- 1,596
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 12, 2026
Investments (13F portfolio — 50 positions, $335,409,522)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Dimensional Etf Trust | US CORE EQT MKT | $129,536,853 | 2,870,941 | 38.6% | 23.3% |
| 2 | Dimensional Etf Trust | INTL CORE EQUITY | $55,805,313 | 1,570,653 | 16.6% | 10.0% |
| 3 | Dimensional Etf Trust | EMERGING MKTS CO | $34,533,084 | 999,510 | 10.3% | 6.22% |
| 4 | Dimensional Etf Trust | US MKTWIDE VALUE | $22,742,747 | 469,310 | 6.78% | 4.09% |
| 5 | Dimensional Etf Trust | US HIGH PROFITAB | $20,760,816 | 564,766 | 6.19% | 3.74% |
| 6 | Ishares Tr | CORE S&P500 ETF | $13,825,318 | 21,165 | 4.12% | 2.49% |
| 7 | Dimensional Etf Trust | US SMALL CAP ETF | $7,086,546 | 99,628 | 2.11% | 1.28% |
| 8 | Ishares Tr | 1 3 YR TREAS BD | $6,600,563 | 79,939 | 1.97% | 1.19% |
| 9 | Pimco Etf Tr | ULTRA SHORT GOVT | $6,420,985 | 63,593 | 1.91% | 1.16% |
| 10 | Ishares Tr | CORE INTL AGGR | $6,175,157 | 123,404 | 1.84% | 1.11% |
| 11 | Dimensional Etf Trust | SHORT DURATION F | $6,129,741 | 128,023 | 1.83% | 1.1% |
| 12 | Apple Inc | COM | $2,155,665 | 8,494 | 0.64% | 0.39% |
| 13 | J P Morgan Exchange Traded F | ULTRA SHT MUNCPL | $1,762,532 | 34,573 | 0.53% | 0.32% |
| 14 | Ishares Tr | CORE MSCI EAFE | $1,587,444 | 17,535 | 0.47% | 0.29% |
| 15 | J P Morgan Exchange Traded F | MUNICIPAL ETF | $1,495,451 | 29,915 | 0.45% | 0.27% |
| 16 | Nvidia Corporation | COM | $1,467,402 | 8,414 | 0.44% | 0.26% |
| 17 | Vanguard Index Fds | S&P 500 ETF SHS | $1,429,340 | 2,392 | 0.43% | 0.26% |
| 18 | Microsoft Corp | COM | $1,294,389 | 3,497 | 0.39% | 0.23% |
| 19 | Alphabet Inc | CAP STK CL C | $1,176,987 | 4,103 | 0.35% | 0.21% |
| 20 | Ishares Tr | CORE S&P MCP ETF | $1,003,023 | 14,853 | 0.3% | 0.18% |
| 21 | Pimco Etf Tr | INTER MUN BD ACT | $986,443 | 18,901 | 0.29% | 0.18% |
| 22 | Exxon Mobil Corp | COM | $884,803 | 5,215 | 0.26% | 0.16% |
| 23 | Amazon Com Inc | COM | $811,836 | 3,898 | 0.24% | 0.15% |
| 24 | Pimco Etf Tr | SHTRM MUN BD ACT | $742,271 | 14,713 | 0.22% | 0.13% |
| 25 | Abbvie Inc | COM | $708,582 | 3,258 | 0.21% | 0.13% |
Top 25 of 50 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 151 | $79.9M | 14.4% |
| High net worth individuals | 158 | $451M | 81.1% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.5M | 0.26% |
| Charitable organizations | 6 | $7.0M | 1.27% |
| Corporations and other businesses | 16 | $16.5M | 2.97% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Nicholas Starkey | Chief Compliance Officer/Co Managing Member | CFP | Jul 2022 (4y) | 50% – 75% |
| Kathryn Kooman Starkey | Co Managing Member | CFP | Jul 2022 (4y) | 50% – 75% |
| Amy Lynn Delauter | Registered representative | Oct 2022 (4y) | ||
| Kyle W Moerschbacher | Registered representative | CFP | Oct 2022 (4y) | |
| Stacy Marie Anderson | Registered representative | Oct 2022 (4y) | ||
| Justin Richard Best | Registered representative | CFP | Aug 2023 (3y) | |
| Jackson Darius Boyer | Registered representative | CFP | Aug 2024 (2y) | |
| Robert Statzell Krimmel | Registered representative | Jan 2026 (1y) |
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) | 03/12/2026 | 976 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Raymond James $450M (81% of AUM) Mar 2026
- Charles Schwab & Co. $77.8M (14% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗