RIA Intel›Advisers›Ohio›J.W. COONS ADVISORS, LLC

J.W. COONS ADVISORS, LLC

Advisory

N·COLUMBUS, OH

Data as of Jul 18, 2024 · Source: SEC Form ADV

Total AUM

$587M

1-Year AUM Growth

+6.2%

3-Year CAGR

+4.9%

Employees

6

Assets Under Management

Total AUM$587M

Discretionary AUM$534M

Non-Discretionary AUM$53M

Discretionary %90.9%

Total Clients152

Team

Total Employees6

Investment Advisers9

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record45

First FilingFeb 28, 2005

Latest FilingJul 18, 2024

🔒 Full AUM trend chart and 45 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on J.W. COONS ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.