{
  "crd_number": 315355,
  "slug": "koin-capital-inc-houston-tx-315355",
  "primary_business_name": "KOIN CAPITAL INC",
  "legal_name": "KOIN CAPITAL INC",
  "dbas": [],
  "city": "Houston",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-12-01",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-05-07",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 0.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "subscription"
  ],
  "advisory_activities": [
    "other",
    "periodicals_newsletters"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY",
    "TX"
  ],
  "websites": [
    "https://koin.ai"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315355",
  "city_as_filed": "HOUSTON",
  "url": "https://advisorcensus.com/firm/koin-capital-inc-houston-tx-315355",
  "display_name": "Koin Capital Inc",
  "summary": "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.",
  "citation": "AdvisorCensus. Koin Capital Inc (CRD 315355): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Subscription fees (for a newsletter or periodical)",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Publication of periodicals or newsletters",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Koin Capital Inc compensated?",
      "a": "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)."
    },
    {
      "q": "Where is Koin Capital Inc located?",
      "a": "Koin Capital Inc's principal office is in Houston, TX, according to its Form ADV."
    },
    {
      "q": "Is Koin Capital Inc registered with the SEC or a state?",
      "a": "Koin Capital Inc is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315355."
    },
    {
      "q": "How have Koin Capital Inc's assets and staff changed since 2022?",
      "a": "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."
    },
    {
      "q": "What types of clients does Koin Capital Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5)."
    },
    {
      "q": "Does Koin Capital Inc report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Koin Capital Inc's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2022-02-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2023-06-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2026-05-07"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/koin-capital-inc-houston-tx-315355.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/315355",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}