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Firm profile

Coordinated Capital Securities, Inc..

FORT ATKINSON, WICRD 14762Latest ADV June 25, 2026

Coordinated Capital Securities, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Fort Atkinson, WI. Its latest Form ADV filing, dated January 30, 2026, reports $160M in regulatory assets under management, 38 employees, 10 offices, and 248 accounts.

Assets Under Management
$137M
Employees
31
Offices
10 offices
Total Clients
186
Primary office
FORT ATKINSON, WI
229 S MAIN STREET, FORT ATKINSON, WI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOMari Jo Buechner
CCOSara Danielle Williams

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 79.0% of total clients.
Top client categories% of clientsClients
1
Individuals
79.0%
147
2
HNWI
21.0%
39
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$137Mas of June 25, 2026
Discretionary61.5%
$84M
62% of total RAUM61.5%
Non-discretionary38.5%
$53M
38% of total RAUM38.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$137M
Total Accounts186
10Y AUM Change+$23M (+19.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees31
Clients per Employee6:1
10Y Employee Change-34 (-52.3%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.