{
  "crd_number": 312136,
  "slug": "koinonia-financial-the-woodlands-tx-312136",
  "primary_business_name": "KOINONIA FINANCIAL",
  "legal_name": "KOINONIA WEALTH, LLC",
  "dbas": [],
  "city": "The Woodlands",
  "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": "state",
  "registration_status": "APPROVED",
  "registration_date": "2021-01-01",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-05-07",
  "carried_forward": false,
  "raum_total": 101497550.0,
  "raum_discretionary": 101497550.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1290083.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 42774390.0,
      "count": 253
    },
    "pension_profit_sharing": {
      "raum": 5387329.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 51389557.0,
      "count": 68
    },
    "corporations_other_businesses": {
      "raum": 656191.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "LA",
    "TX"
  ],
  "websites": [
    "https://facebook.com/koinoniafinancial",
    "https://koinoniafinancial.com",
    "https://linkedin.com/company/koinonia-financial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312136",
  "city_as_filed": "THE WOODLANDS",
  "url": "https://advisorcensus.com/firm/koinonia-financial-the-woodlands-tx-312136",
  "display_name": "Koinonia Financial",
  "summary": "Koinonia Financial is a state-registered investment advisory firm in The Woodlands, TX, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 7, 2026.",
  "citation": "AdvisorCensus. Koinonia Financial (CRD 312136): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Koinonia Financial compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Koinonia Financial reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Koinonia Financial located?",
      "a": "Koinonia Financial's principal office is in The Woodlands, TX, according to its Form ADV."
    },
    {
      "q": "Is Koinonia Financial registered with the SEC or a state?",
      "a": "Koinonia Financial is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312136."
    },
    {
      "q": "How much does Koinonia Financial manage?",
      "a": "Koinonia Financial reports $101,497,550 in regulatory assets under management in its Form ADV filing dated May 7, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Koinonia Financial serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (253); high net worth individuals (68)."
    },
    {
      "q": "Does Koinonia Financial report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312136"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/koinonia-financial-the-woodlands-tx-312136.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 253,
      "fewer_than_5": false,
      "raum": 42774390.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 68,
      "fewer_than_5": false,
      "raum": 51389557.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 5387329.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1290083.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 656191.0
    }
  ],
  "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/312136",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}