| Name | Title | Ownership | Since |
|---|---|---|---|
| Evan Scott Fruits Control | President | Over 75% | 2021 |
| Hive Enterprises | Holding Company | Under 5% | 2021 |
| Susan Elaine Mitchell | Chief Compliance Officer | Under 5% | 2023 |
Koon Financial Planning & Consulting, LLC reports $114.5 million in regulatory assets under management on its Form ADV.
Koon Financial Planning & Consulting, LLC reports 2 employees.
Koon Financial Planning & Consulting, LLC is based in Greenwood, IN and has been SEC-registered since 2025.
Koon Financial Planning & Consulting, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 384 N Madison Ave Ste. 200, Greenwood, IN 46142 |
| Phone | 317-887-1714 |
| Office hours | 8:30 A.M To 5:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $112.7M |
| Non-discretionary | $1.9M |
| Total (RAUM) | $114.5M |