KOIN CAPITAL INC

RIASEC RegisteredEst. 2021
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

Firm details

Headquarters
HOUSTON, Texas
CRD number
315355
Registered since
December 1, 2021
Website
koin.ai
Fee structure
Subscription Fees, Fixed Fees
Services
Publication of Periodicals

Firm profile

FINTRX

Overview

Koin Capital Inc. is a corporation that markets advisory services to individual and family clients. The firm registered with the SEC in 2021 and is owned by an individual; it is classified in the dataset as "unclassified" rather than under a defined RIA subtype. Koin Capital bills on non-asset-based terms — the disclosed fee structures are subscription fees and fixed fees — and its stated advisory activity includes the publication of periodicals or newsletters. The firm is not identified as a capital allocator, is not an active ESG investor, and is not described as a multi-state or pension consulting adviser.

Assets & Accounts

Investments & Alternatives

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

Contacts

2 of 2
  • Yang Zhang

    ShareholderCRD 7412344

  • Jiyu Ding

    PresidentCRD 7412343

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
11803 Westheimer Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth