PORT CHARLOTTE, FLCRD 333615Latest ADV February 10, 2026
Coquina Private Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Port Charlotte, FL. Its latest Form ADV filing, dated February 10, 2026, reports $418M in regulatory assets under management, 12 employees, 4 offices, and 1,519 accounts.
Assets Under Management
$418M
Employees
12
Offices
4 offices
Total Clients
1,519
Primary office
PORT CHARLOTTE, FL
18501 MURDOCK CIRCLE, SUITE 201, PORT CHARLOTTE, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.1% of total clients.
Top client categories% of clientsClients
1
Individuals
55.1%
837
2
HNWI
42.9%
651
3
Corporations
1.2%
18
4
Pension Plans
0.6%
9
5
Charitable
0.3%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$418Mas of February 10, 2026
Discretionary100.0%
$418M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$418M
Total Accounts1,519
10Y AUM Change+$418M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee127:1
10Y Employee Change0 (0.0%)
* 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.