Coordinated Capital Securities, Inc.
● SEC registered since 2017CRD 14762SEC# 801-111070Fort Atkinson, WI
Reg. AUM
$136.8M
Employees
31
Accounts
186
Location
Fort Atkinson, WI
Coordinated Capital Securities, Inc. assets under management
Coordinated Capital Securities, Inc. operates as an SEC-registered investment adviser based in Fort Atkinson, WI. The firm has been registered since 2017. It reports $136.8 million in regulatory assets under management and employs 31 people.
Coordinated Capital Securities, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Coordinated Capital Holdings, Inc. Control | Holding Company | Over 75% | 1992 |
| Mari Jo Buechner Control | Chief Executive Officer, President | Under 5% | 2002 |
| Sara Danielle Williams Control | Chief Compliance Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Coordinated Capital Securities, Inc. manage?
Coordinated Capital Securities, Inc. reports $136.8 million in regulatory assets under management on its Form ADV.
How many employees does Coordinated Capital Securities, Inc. have?
Coordinated Capital Securities, Inc. reports 31 employees.
Where is Coordinated Capital Securities, Inc. located?
Coordinated Capital Securities, Inc. is based in Fort Atkinson, WI and has been SEC-registered since 2017.
Does Coordinated Capital Securities, Inc. disclose fund performance?
Coordinated Capital Securities, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 229 S Main Street, Fort Atkinson, WI 53538 |
| Phone | 608-221-4545 |
| Office hours | 8:30 a.m. - 4:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 737844 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$136.8M▼ 6%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$136.8Mregulatory AUM
Discretionary $84.2MNon-discretionary $52.6M