Overview
Assets Under Management: $160 million
Headquarters: FORT ATKINSON, WI
High-Net-Worth Clients: 43
Average Client Assets: $2.2 million
Frequently Asked Questions
COORDINATED CAPITAL SECURITIES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #14762), COORDINATED CAPITAL SECURITIES, INC. is subject to fiduciary duty under federal law.
COORDINATED CAPITAL SECURITIES, INC. is headquartered in FORT ATKINSON, WI.
COORDINATED CAPITAL SECURITIES, INC. serves 43 high-net-worth clients according to their SEC filing dated January 30, 2026. View client details ↓
According to their SEC Form ADV, COORDINATED CAPITAL SECURITIES, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
COORDINATED CAPITAL SECURITIES, INC. manages $160 million in client assets according to their SEC filing dated January 30, 2026.
According to their SEC Form ADV, COORDINATED CAPITAL SECURITIES, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.05%
Average Client Assets: $2.2 million
Total Client Accounts: 248
Discretionary Accounts: 117
Non-Discretionary Accounts: 131
Regulatory Filings
CRD Number: 14762
Filing ID: 2047530
Last Filing Date: 2026-01-30 10:38:24