Koin Capital Inc
Answer a few questions and
get matched with an advisor.
Learn more about Koin Capital Inc
Overview
Koin Capital Inc is a financial advisory firm located at 11248 Wilcrest Green Dr, Houston, Texas, 77042. The firm's team includes 1 financial advisor. Koin Capital Inc is not a registered broker-dealer, meaning the firm does not have the authority to trade securities for its own and its clients' accounts. Instead, it must engage a broker-dealer company for these transactions. Securities refer to tradable financial assets such as stocks, options, and bonds.
Koin Capital Inc offers portfolio management services for individuals and small businesses. The firm operates under a fixed fee structure and does not participate in a wrap fee program.
Editorial note: Sometimes, advisors and firms register as exempt reporting advisors with the SEC, which means they file a shorter version of the Form ADV. Therefore, this is all the available information for Koin Capital Inc. For more information, please visit the SEC website at https://www.sec.gov.
Number of Advisors
Disclosures
Office Location
Koin Capital Inc by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1
Fee Structure
Fees for financial advice usually depend on the type of services provided. Fees charged by Koin Capital Inc typically consist of the following fee structure: fixed. Koin Capital Inc does not provide a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 10% of firms that offer this fee type
Other
Disclosures
Koin Capital Inc does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.