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COORDINATED CAPITAL SECURITIES, INC.
CRD 14762File 801-111070
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$136.8M
Bottom 25% of cohort (national)
Discretionary AUM
$84.2M
Non-discretionary $52.6M
Clients
186
186 accounts
Employees
31
Bottom 25% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 31, 2017
- Principal office
- 229 S MAIN STREET, FORT ATKINSON, WI, 53538
- Phone
- 608-221-4545
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $136.8M
- Discretionary AUM
- $84.2M
- Non-discretionary AUM
- $52.6M
- Discretionary accounts
- 102
- Non-discretionary accounts
- 84
- Total accounts
- 186
- AUM per client
- $736K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | Not reported |
| High net worth individuals | 39 | $87.8M |
| Individuals (other than high net worth individuals) | 147 | $49.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- Yes
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.