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They include 1,147 individual clients, 189 high-net-worth individuals, and 24 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 18 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cofg Advisors offer?","answer":"Cofg Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, and insurance.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Cofg Advisors charge?","answer":"Cofg Advisors charges 0.65%–1.25% a year for its Wealth management services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"2025 ADV PART 2 BROCHURE, filed 18 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cofg Advisors use?","answer":"Cofg Advisors’ separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $1.05B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cofg Advisors have?","answer":"Cofg Advisors has 9 investment adviser representatives registered with state securities authorities, out of 19 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cofg Advisors invest in?","answer":"At the end of its last fiscal year, Cofg Advisors’ separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 2% pooled vehicles (private funds and similar), 2% cash and equivalents, 1% U.S. government and agency bonds and 1% other. The 1% other category is described as: Annuities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cofg Advisors?","answer":"Cofg Advisors is owned through holding companies by Jae Ha, John Ferrante, Brett Sherpan and Brendon Pierce. Its direct owners are Cofg Brokerage, Inc. (50% to 75%), Jae Ha Wealth Management, Inc. (10% to 25%), Jaf Wealth Management, Inc. (10% to 25%), BSWM, Inc. (5% to 10%), KPW Holdings, Inc. (5% to 10%), Fox Hill Ventures, LLC (5% to 10%), Frank Kautzky (5% to 10%) and David Navarro (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 18 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cofg Advisors get paid?","answer":"Cofg Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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