Investment adviser · CRD 129067

COONS ADVISORS

Investment adviser filing (IA)

J.W. COONS ADVISORS, LLC

COLUMBUS, OH, United States · Form ADV filed Apr 14, 2025

Regulatory AUM
$587M
Form ADV · Item 5.F
Client accounts
341
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals99$539,981,47092.0%
Charities8$24,556,5424.2%
Individuals43$22,059,2823.8%
Corporations & businessesFewer than 5$435,9640.1%
Filing source

Form ADV 1979302 · Apr 14, 2025 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

FORESIGHT FUND, LLCHedge Fund · Last reported Oct 22, 2014$42.6MGross asset value

Form D fundraising filings

Foresight Fund, LLC

Fund administrator OPUS FUND SERVICES NAPERVILLE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor GBQ PARTNERS, LLC COLUMBUS, Ohio, United States
Custodian TD AMERITRADE, INC. SAN DIEGO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

TD AMERITRADE, INC.
SEC 8-23395

Fund details & source
Fund ID
805-4262487436
Reported beneficial owners
3
Minimum commitment
$0
Form D file number
021-186071

Form ADV 851005 · Oct 22, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 14, 2025. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

1151 BETHEL ROAD, SUITE 204-B
COLUMBUS, OH, 43220, United States

CRD 129067

Filing source

Form ADV 1979302 · Apr 14, 2025 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.