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CORONADO INVESTMENT ADVISORS, LLC

Advisory

CARLSBAD, CA

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in CA
#3,974
of 5,480 advisers by AUM
Average account
$520K
across 55 accounts
AUM per adviser
$14M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM
$29M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$29M
Discretionary AUM$29M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients31
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, FL, NM, OK, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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