Koin Capital Inc
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Jiyu Ding
PresidentCRD 7412343
Yang Zhang
ShareholderCRD 7412344
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Eagle Global Advisors LLC
RIAHouston, TX
Stellus Private Bdc Advisor, LLC
RIAHouston, TX
Cibolo Energy Partners, LLC
RIAHouston, TX
Alterna Wealth Management, Inc.
RIAHouston, TX
Patron Partners, LLC
RIAHouston, TX
Analog Capital Ai, LLC
RIAHouston, TX