CAPITAL COORDINATORS COMPANY

Overview

Capital Coordinators Company is a sole proprietorship that operates primarily as a registered representative of a broker-dealer and as an insurance broker. The firm markets financial planning services on an hourly-fee basis rather than through ongoing asset-based fees, and it does not report being an active ESG investor or a multi-state advisory firm. Its organization is classified as unclassified with an individual owner, and it does not present itself as a capital allocator, pension consultant, or related adviser. Investment activity centers on product distribution and financial planning. The firm relies on third-party managers for alternative exposure—specifically real estate—and places client capital into traditional vehicles such as mutual funds, corporate debt, and annuities. Given the broker-dealer and insurance-broker roles, client engagements are likely focused on financial planning, recommending and transacting in brokerage and insurance products, and referring or allocating to external fund managers for alternative real estate exposure.

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Investments & Alternatives

Location & Offices