AdvisorCensus / Financial advisors / Texas / Houston / Koin Capital Inc
Koin Capital Inc is an SEC-registered investment advisory firm in Houston, TX, registered since 2021, with no regulatory assets under management reported in its Form ADV filing dated May 7, 2026.
Quick answers
From the filingHow is Koin Capital Inc compensated?
On its Form ADV (Item 5.E, October 2026), Koin Capital Inc reports these compensation arrangements: subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees).
Where is Koin Capital Inc located?
Koin Capital Inc's principal office is in Houston, TX, according to its Form ADV.
Is Koin Capital Inc registered with the SEC or a state?
Koin Capital Inc is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315355.
How have Koin Capital Inc's assets and staff changed since 2022?
In the Form ADV data for Koin Capital Inc: Total employees: 1 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Koin Capital Inc serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5).
Does Koin Capital Inc report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315355
What changed in Koin Capital Inc's recent Form ADV filings?
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated May 7, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Publication of periodicals or newsletters
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (4 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 1 | May 7, 2026 |
| October 2025 | Not reported | 1 | March 20, 2024 |
| October 2024 | Not reported | 1 | March 20, 2024 |
| October 2023 | Not reported | 1 | June 16, 2023 |
| October 2022 | Not reported | 1 | February 15, 2022 |
Total employees: 1 in October 2022 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- June 2026
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Koin Capital Inc (CRD 315355): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/koin-capital-inc-houston-tx-315355