Coquina Private Wealth Advisors
Firm details
- Headquarters
- Port Charlotte, Florida
- CRD number
- 333615
- Registered since
- February 26, 2025
- Website
- www.coquinaprivatewealth.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI63.4%
- Individuals31.32%
- Corporations / Businesses3.18%
- Charitable Organizations1.22%
- Pension & Profit Sharing Plans0.88%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Coquina Private Wealth Advisors is an independent RIA organized as an LLC that registered with the SEC in 2025. The firm serves both individual/family and institutional clients and describes itself as a capital allocator. Its fee model combines percentage-of-AUM charges with fixed-fee engagements. Primary advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Cash & Cash Equivalents16%
- Exchange Traded Equities13%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$96M in ETFs
93%
$89.6M
4%
$6.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $39M | 234,761 | 40.65% |
Location
Port Charlotte, FL
Charlotte
Location
Port Charlotte, FL
Headquartered in Port Charlotte, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Charlotte
- Address
- 18501 Murdock Cir
- Time zone
- ET (UTC-5)
- Office locations
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