CORONADO INVESTMENT ADVISORS, LLC

Overview

Coronado Investment Advisors, LLC is a small, fee-based registered investment adviser that concentrates on discretionary portfolio management for individuals, families and smaller businesses, with the capacity to manage business or institutional portfolios. The firm shows a clear preference for publicly traded equities as the core of client portfolios, deploying a majority of its capital into exchange-traded securities. Investment activity centers on separately managed accounts (SMAs) and discretionary mandates, allowing the firm to tailor equity exposure across clients while complementing those allocations with mutual funds and third‑party alternative managers where appropriate. The adviser does not position itself as an active ESG investor and operates under a percentage-of-AUM fee model. Advisory services emphasize direct portfolio management rather than pension consulting or multi-state counsel—Coronado is not registered as a multi-state adviser—and it appears focused on delivering customized equity-oriented solutions to a concentrated client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices