CODA CAPITAL ADVISORS

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PHILADELPHIA, Pennsylvania
CRD number
330642

Firm profile

FINTRX

Overview

Coda Capital Advisors is organized as a limited liability company that operates as an investment adviser. Public-facing classifications identify the firm as "Unclassified." Ownership is recorded as a mix of a domestic entity and an individual, and it is affiliated broadly as an "Other Investment Adviser." The firm does not identify as a capital allocator, is not flagged as an active ESG investor, and is not described as a multi-state or pension-consulting adviser. Regulatory details such as SEC registration year are not specified in the available profile. The firm's activities appear focused on advising at least one pooled private investment vehicle rather than on providing broad retail advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • BRENDAN FAY

    Chief Investment OfficerCRD 4416743

  • Brandt Stiles

    Chief Executive OfficerCRD 7888367

  • Andrew Lammert

    Chief Legal OfficerCRD 7888602

Contacts

1 of 1
  • Robert Lenzen

    Executive Vice PresidentCRD 7888600

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PHILADELPHIA, PA

PHILADELPHIA

Location

PHILADELPHIA, PA

Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
PHILADELPHIA
Address
123 S Broad St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth