FORT ATKINSON, WICRD 14762Latest ADV January 30, 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
$160M
Employees
38
Offices
10 offices
Total Clients
248
Primary office
FORT ATKINSON, WI
229 S MAIN STREET, FORT ATKINSON, WI, United States
Top client segmentIndividuals represent 82.7% of total clients.
Top client categories% of clientsClients
1
Individuals
82.7%
205
2
HNWI
17.3%
43
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$160Mas of January 30, 2026
Discretionary48.9%
$78M
49% of total RAUM48.9%
Non-discretionary51.1%
$82M
51% of total RAUM51.1%
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.
Latest AUM$160M
Total Accounts248
10Y AUM Change+$46M (+39.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees38
Clients per Employee7:1
10Y Employee Change-27 (-41.5%)
* 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.