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KOIN CAPITAL INC

CRD 315355File 801-122125
APPROVED
Retail clients
Filing as of May 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
Not reported
Discretionary AUM
Not reported
Clients
5
Not reported accounts
Employees
1

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
FWRO
Registration date
Dec 1, 2021
Principal office
11803 WESTHEIMER ROAD, SUITE 730, HOUSTON, TX, 77042
Phone
517-775-9786

Assets & accounts

ADV Item 5F
Total regulatory AUM
Not reported
Discretionary AUM
Not reported
Non-discretionary AUM
Not reported
Discretionary accounts
Not reported
Non-discretionary accounts
Not reported
Total accounts
Not reported
AUM per client

Clients by type

ADV Item 5D
Client typeClientsAUM
Individuals (other than high net worth individuals)5$0

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Subscription fees

Advisory activities

  • Publications
  • Other advisory activities

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.