{ "crd_number": 342338, "slug": "coinbase-advisors-stamford-ct-342338", "primary_business_name": "COINBASE ADVISORS", "legal_name": "COINBASE ADVISORS, LLC", "dbas": [], "city": "Stamford", "state": "CT", "country": "United States", "cbsa_code": "14860", "metro": { "cbsa_code": "14860", "common_name": "Bridgeport", "msa_name": "Bridgeport-Stamford-Danbury, CT", "path": "/advisors/ct/bridgeport" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2026-05-27", "years_registered": 0, "period": "2026-10-01", "filing_date": "2026-07-23", "carried_forward": false, "raum_total": 0.0, "raum_discretionary": 0.0, "raum_non_discretionary": 0.0, "raum_band": "under_25m", "raum_band_label": "Under $25 million", "total_employees": 5, "advisory_employees": 1, "client_count_bucket": null, "clients_by_type": null, "compensation_types": [ "other" ], "advisory_activities": [ "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 1, "states_registered": [ "AK", "AL", "AR", "AZ", "CA", "CO", "CT", "DC", "DE", "FL", "GA", "HI", "IA", "ID", "IL", "IN", "KS", "KY", "LA", "MA", "MD", "ME", "MI", "MN", "MO", "MS", "MT", "NC", "ND", "NE", "NH", "NJ", "NM", "NV", "NY", "OH", "OK", "OR", "PA", "PR", "RI", "SC", "SD", "TN", "TX", "UT", "VA", "VI", "VT", "WA", "WI", "WV", "WY" ], "websites": [ "https://coinbase.com/advisor" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342338", "disclosure_items": [ { "item": "11.G", "question": "Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?" } ], "city_as_filed": "STAMFORD", "url": "https://advisorcensus.com/firm/coinbase-advisors-stamford-ct-342338", "display_name": "Coinbase Advisors", "summary": "Coinbase Advisors is an SEC-registered investment advisory firm in Stamford, CT, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 23, 2026.", "citation": "AdvisorCensus. Coinbase Advisors (CRD 342338): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "Other" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses" ], "quick_answers": [ { "q": "How is Coinbase Advisors compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Coinbase Advisors reports these compensation arrangements: other." }, { "q": "Where is Coinbase Advisors located?", "a": "Coinbase Advisors' principal office is in Stamford, CT, according to its Form ADV." }, { "q": "Is Coinbase Advisors registered with the SEC or a state?", "a": "Coinbase Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 342338." }, { "q": "How much does Coinbase Advisors manage?", "a": "Coinbase Advisors reports $0 in regulatory assets under management in its Form ADV filing dated July 23, 2026." }, { "q": "Does Coinbase Advisors report any disciplinary disclosures?", "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.G (pending regulatory proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342338" }, { "q": "Does Coinbase Advisors state an account minimum?", "a": "Its Form ADV Part 2A brochure dated June 17, 2026 says: \"We do not impose a minimum account size.\"" }, { "q": "What changed in Coinbase Advisors' recent Form ADV filings?", "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [], "recent_changes": [ { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-07-01", "period_label": "July 2026", "notes": [ "Registered or notice-filed in AK, AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY." ] }, { "period": "2026-06-01", "period_label": "June 2026", "notes": [ "Newly registered with the SEC.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated June 17, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": "None", "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Account minimum", "statements": [ "Account minimum: None" ], "quotes": [ "We do not impose a minimum account size." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": null, "account_minimum": 0.0, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "We do not impose a minimum account size." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/coinbase-advisors-stamford-ct-342338.md", "clients": [], "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342338", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }