Investment adviser · CRD 14762
COORDINATED CAPITAL SECURITIES, INC.
Investment adviser filing (IA)
FORT ATKINSON, WI, United States · Form ADV filed Jun 25, 2026
- Regulatory AUM
- $137M Form ADV · Item 5.F
- Client accounts
- 186 Accounts, not individual clients
- Employees
- 31 Reported in this filing
- Advisory professionals
- 15 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 39 | $87,771,891 | 64.1% |
| Individuals | 147 | $49,065,850 | 35.9% |
| Corporations & businesses | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2115583 · Jun 25, 2026 · 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
229 S MAIN STREETFORT ATKINSON, WI, 53538, United States
CRD 14762
Filing source
Form ADV 2115583 · Jun 25, 2026 · 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.