Coinedly LLC
Firm details
- Headquarters
- Dover, Delaware
- CRD number
- 343023
- Registered since
- September 2, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSecurity Ratings / Pricing Services
Firm profile
FINTRXOverview
Coinedly LLC is a recently formed limited liability company that registered with the SEC in 2026. The firm positions itself as an adviser offering a mix of financial planning and portfolio-management services across individual, pooled vehicle, and institutional clients. Its stated activities also include security ratings or pricing services, which sits outside the day-to-day investment-advice profile of many small advisory firms. Ownership is listed as a combination of a domestic entity and an individual. Coinedly’s fee model combines a percentage-of-assets-under-management component with performance-based fees. FINTRX classifies the firm as unclassified; it is not identified as a capital allocator, pension consultant, related adviser, or multi-state adviser, and it does not flag itself as an active ESG investor.
Assets & Accounts
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
Contacts
1 of 1
Cameron Becker
Registered RepresentativeCRD 6756634
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dover, DE
Kent
Location
Dover, DE
Headquartered in Dover, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- Kent
- Address
- 8 The Grn
- Time zone
- ET (UTC-5)
- Office locations
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