Quoinage Capital LLC

RIASEC Registered
Total AUM
$63.3M
Discretionary
$63.3M
100% of AUM
Avg account
$597K
Accounts
106
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
310802
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI95.13%
  • Individuals4.87%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Quoinage Capital LLC operates as an independent registered investment adviser serving individuals and families, with an owner-operated structure. The firm focuses on discretionary portfolio management and financial planning for individual and small business clients, charging a mix of percentage-of-AUM fees alongside hourly and fixed-fee engagements. Quoinage maintains a conservative product orientation: the bulk of client capital is allocated to public funds and mutual funds rather than direct stock-picking or active alternative program management. The adviser reports no active ESG investing program and is not positioned as a multi-state or institutional pension consultant. It does not identify itself as a capital allocator to third-party alternative fund managers, and it does not appear to operate a related advisory entity. Investment management is delivered at a level appropriate for high-net-worth individuals and families who want a straightforward, mutual-fund-centered portfolio solution combined with financial planning.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 87%, Exchange Traded Equities 9%, Private Funds 2%, US Government Bonds 1%, Cash & Cash Equivalents 1%87%
  • Public Funds/Mutual Funds87%
  • Exchange Traded Equities9%
  • Private Funds2%
  • US Government Bonds1%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Joshua Clifford

    Joshua Clifford

    FounderCRD 6100592

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth