COIN CAPITAL, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Scottsdale, Arizona
CRD number
289961

Firm profile

FINTRX

Overview

Coin Capital, LLC operates as a limited liability company and is classified as an unclassified entity within the financial services sector. The firm is owned by an individual and does not serve as a capital allocator. While it is affiliated with other investment advisers and insurance companies, Coin Capital does not actively engage in ESG investing or operate as a multi-state adviser. The firm has not been recognized with any industry accolades or awards, indicating a focus on its core investment activities without external validation.

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

1 of 1
  • Jeffrey Nabers

    CEOCRD 6856248

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Scottsdale, AZ

MARICOPA

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
14362 N Frank Lloyd Wright Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth