Colton Loder
Investment adviser representative at Cohalo
12 yearsExperience
1 stateRegistered in
CFADesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- CohaloMay 2018 to now
- Goldman SachsJul 2017 to May 2018
- VerusJul 2014 to Jun 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (WA).
Cohalo
Legal name: Cohalo Advisory LLC
$1.3BAssets managed
31Clients
1Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5376609
- Firm CRD
- 297315