# Koinonia Financial

> 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.

- CRD: 312136
- Filed as: KOINONIA FINANCIAL
- Legal name: Koinonia Wealth, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: The Woodlands, TX
- Filing period: October 2026
- Form ADV filing dated: May 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312136
- AdvisorCensus page: https://advisorcensus.com/firm/koinonia-financial-the-woodlands-tx-312136

## Quick answers

**How is Koinonia Financial compensated?**
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.

**Where is Koinonia Financial located?**
Koinonia Financial's principal office is in The Woodlands, TX, according to its Form ADV.

**Is Koinonia Financial registered with the SEC or a state?**
Koinonia Financial is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312136.

**How much does Koinonia Financial manage?**
Koinonia Financial reports $101,497,550 in regulatory assets under management in its Form ADV filing dated May 7, 2026 (100% discretionary).

**What types of clients does Koinonia Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (253); high net worth individuals (68).

**Does Koinonia Financial report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $101,497,550
- Discretionary: $101,497,550
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 253 | $42,774,390 |
| High net worth individuals | 68 | $51,389,557 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $5,387,329 |
| Charitable organizations | Fewer than 5 | $1,290,083 |
| Corporations or other businesses not listed above | Fewer than 5 | $656,191 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- koinoniafinancial.com
- Facebook @koinoniafinancial
- LinkedIn @koinonia-financial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Koinonia Financial (CRD 312136): Form ADV filing data as of October 2026.