$555.6M Total AUM
$555.6M Disc. AUM
18.5% 3Y CAGR
10 Employees
331 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2022
- Office Locations
- 1
Office Locations
517 S. Logan Blvd. Altoona PA
About Kooman & Associates
Kooman & Associates is a Pennsylvania-based RIA providing financial planning and straightforward guidance for complex personal financial matters, emphasizing long-term client relationships. The team supports asset allocation across ETFs, mutual funds, and fixed income, including ESG/socially responsible approaches, and integrates tax, estate, and insurance planning. Custody relationships include Charles Schwab and Raymond James.
Team overview
40 AVG AGE
$92.6M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
3 yrs AVG TENURE
10 Employees
6 Advisory Reps
8 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Capital element Harbor
Client Personas
Frontier value Bridge eagle
Custodian
Atlas Atlas Delta Quantum wave
Investment Themes
Atlas Optima vital Pioneer pathway Fusion Glacier
Investment Vehicles
Horizon capital Glacier glacier
Platform
Horizon alpha
Services
Vital Signal pathway Oak Frontier catalyst Vertex catalyst Timber vital
Owner & Executives
JEFFREY NICHOLAS STARKEY
Chief Compliance Officer
- CRD
- #6323982
- Ownership
- Less than 5%
(280) 597-2030
summit.beacon@primecapital.com
in linkedin.com/in/element-meridian
Showing 1 of 1 owners & executives
Unlock allContacts
S
STACY MARIE ANDERSON
Director
- CRD
- #4782048
(629) 809-5158
matrix.optima@atlascapital.com
in linkedin.com/in/bridge-zenith
J
Justin Richard Best
Client Service Associate
- CRD
- #7756038
(360) 976-1243
unison.eagle@matrixcapital.com
in linkedin.com/in/alpha-alpha
P
Pioneer pathway
Wave capital
- CRD
- #88269
(915) 392-3837
ember.bridge@momentumcapital.com
in linkedin.com/in/fusion-prime
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $555,581,262 | $348,109 |
| Non-Discretionary | $0 | -- |
| Total | $555,581,262 | $348,109 |
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Separately Managed Accounts
Total SMA Asset: $555,581,262
Public Funds:
18.0% Cash:
18.3% Equity - Exchange:
19.1% Other:
17.8% Corporate - Investment Grade:
3.9% Municipal Bonds:
4.7% Private Funds:
6.6% U.S. Government/Agency:
11.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $336,576,914 | 18.0% |
| Cash | $342,186,529 | 18.3% |
| Equity - Exchange | $357,145,503 | 19.1% |
| Other | $332,837,170 | 17.8% |
| Corporate - Investment Grade | $72,924,998 | 3.9% |
| Municipal Bonds | $87,883,972 | 4.7% |
| Private Funds | $123,411,535 | 6.6% |
| U.S. Government/Agency | $216,905,122 | 11.6% |
| Total | $1,869,871,743 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA UNISON | VALUE ATLAS | GN65S0CPJ | OTHY | 10.15% | $99,568,373 |
| VALUE OPTIMA | HORIZON EMBER | T1WA7AMTK | JORT | 2.21% | $107,526,956 |
| VITAL HARBOR MERIDIAN | EAGLE VERTEX | SWCBSYGUJ | DQPKS | 1.21% | $113,445,955 |
| NORTH EAGLE | GLACIER FOUNDATION | M393Q5I1E | VDH | 3.79% | $22,118,438 |
| VERTEX TIMBER | GLACIER EMBER | SQUE6ETN0 | IOEI | 5.97% | $96,283,792 |
| EMBER ELEMENT RADIAL | MOMENTUM HARBOR | 1XFF7HXRH | ZIXS | 1.72% | $39,623,757 |
| OPTIMA ELEMENT | HARBOR ALPHA | SB9MNGQ57 | KGN | 0.78% | $105,988,368 |
| OAK HORIZON CREST | FOCUS RIDGE | 9DS8NLEBL | QTZC | 4.19% | $53,671,452 |