Coronado Investment Advisors, LLC logo

Coronado Investment Advisors, LLC

Updated today

Client assets under management

$15,192,777

Clients

31

26% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

16

Very Low

Average account size

$490,090

About

Coronado Investment Advisors provides discretionary portfolio management and related advisory services to a range of clients including individuals, families, trusts, corporations, endowments and government entities. The firm offers both customized wealth management and lower-activity model portfolios, and does not custody client assets but manages them through client-designated custodians under a limited power of attorney.

The firm follows an adaptive, active approach that uses long-term expected return assumptions as a baseline and adjusts tactical activity when shorter-term opportunities or risks appear. Investment decisions draw on fundamental, technical and probabilistic/statistical methods (including Bayesian inference), and portfolios are implemented primarily with individual stocks, bonds and ETFs rather than mutual funds.

Compared with many peers of similar size, the firm’s lineup is unusually broad: it manages bespoke composite solutions to avoid position replication, operates both low-activity model portfolios and a separate highly aggressive global macro regime that can employ leveraged and inverse instruments, and expressly allows large tactical equity variances (including reducing equity exposure to zero). Firm principals bring multiple advanced industry credentials and experience in academic and military financial counseling, and the firm reports no account minimums for prospective clients.

Client services

Portfolio management

Expertise

Active portfolio management Private / alternative investments Tax-loss harvesting

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

$0 - $500,000: 0.90% $500,000 - $1,000,000: 0.80% $1,000,000 - $3,000,000: 0.70% $3,000,000 - $5,000,000: 0.60% $5,000,000 - $10,000,000: 0.50% $10,000,000 - $15,000,000: 0.40% $15,000,000+: 0.30%

Other

Fee-only: Fee-only advisor, no commissions or other compensation from transactions

Main office location

Coronado Investment Advisors, LLC

2794 Gateway Road, #115

Carlsbad CA 92009, United States

Number of offices

1

Most active in

California · Florida · New Mexico · Oklahoma · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Lawrence L

CFP®, CFA®, Series 63, Series 65

Carlsbad, CA

Coronado Investment Advisors, LLC

Lawrence Ladd is a CFP® and CFA® with 12 years of industry experience, currently serving at Coronado Investment Advisors, LLC since 2016. His prior roles include positions at Zeiders Enterprises, My Secure Advantage, and Magellan Federal. He also works as a financial counselor for military service members through Magellan Financial. Coronado Investment Advisors serves a select group of clients including individuals, families, trusts, corporations, endowments, foundations, and government agencies, offering discretionary portfolio management tailored to each engagement. The firm employs an adaptive investment approach based on long-term asset-class return expectations and combines fundamental, probabilistic, and technical analysis with a range of strategies from conservative to highly speculative.

Active portfolio management Private / alternative investments Tax-loss harvesting Founder/Business Owner Retired
user avatar

Brady B

CFP®, Series 66

Carlsbad, CA

Coronado Investment Advisors, LLC

Brady Boyd is a CFP® with 18 years of industry experience, currently serving as an advisor at Coronado Investment Advisors, LLC since 2016. He holds the Series 66 designation and is based in Carlsbad, CA. Outside of his advisory role, Boyd is the managing member of a Kidokinetics franchise in San Diego, overseeing youth sports and recreation programs. Coronado Investment Advisors provides discretionary portfolio management and investment advisory services to individuals, families, trusts, corporations, endowments, foundations, and government agencies. The firm employs an adaptive investment approach with a focus on fundamental valuation and probabilistic analysis, offering a range of strategies from conservative to highly aggressive, and operates on a fee-only basis without taking custody of client assets.

Active portfolio management Private / alternative investments Tax-loss harvesting Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")