Cosner Financial Group, Llc
- Regulatory AUM
- $370M
- Discretionary
- $368M
- Clients
- 635
- Avg AUM / client
- $582K
- Accounts
- 991
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Feb 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 484 | $90.4M | 24.4% |
| High net worth individuals | 130 | $210M | 56.9% |
| Corporations and other businesses | 21 | $69.1M | 18.7% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ryan Patrick Cosner | Managing Member | Jul 2008 (18y) | 75% or more | |
| Jeremy Caleb Newton | Cco Chief Compliance Officer | Jan 2014 (13y) | Less than 5% | |
| John Hardesty Alpers | Registered representative | Jun 2020 (6y) | ||
| Austin James Gunsauls | Registered representative | Apr 2022 (4y) |
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) | 02/12/2026 | 950 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
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Institutional Wealth Services $238M (64% of AUM) Feb 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: Feb 12, 2026.
View current Form ADV (SEC/IAPD) ↗