Koinonia Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$94,163,947
Clients
321
21% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
321
Very HighAverage account size
$293,346
About
Koinonia Financial provides discretionary investment management and retirement plan consulting to individuals, including high-net-worth clients, as well as plan sponsors and 401(k) administrators. Advisory services are delivered through an LPL-sponsored Strategic Wealth Management custodial platform, and advisors also offer brokerage and insurance products through their registrations with LPL.
The firm uses model-driven portfolio construction and a proprietary KFM Model (restricted to clients deemed suitable) that takes a contrarian, ten‑year relative‑performance approach and emphasizes professionally managed mutual funds for moderate growth objectives. Investment decisions draw on fundamental, technical, cyclical and charting analyses, with regular monitoring and rebalancing; financial planning is incorporated into the ongoing advisory relationship rather than offered as a separate stand‑alone service.
Koinonia Financial stands out for an unusually high client-to-advisor ratio—serving more than 300 clients through a small advisory team—which indicates substantial reliance on model portfolios, the custodial platform and scaled operational support. The firm also provides ERISA‑level retirement plan consulting when engaged for ongoing monitoring and receives non‑cash support and platform resources from its custodian, factors that can influence execution and potential conflicts of interest.
Client services
Portfolio management
Pension consulting
Expertise
Retirement plans for business owners (SEP, solo 401k)
Active portfolio management
Occupation focus
Founder/Business Owner
Executive
Fee options
Optional flat fees for pension consulting, minimum generally 1% annually depending on size and complexity.
$0.01 - $10,000,000.00+: 1.59% maximum annual fee
Commissions charged by LPL Financial for certain securities transactions; commission rates generally discounted from customary retail rates.
Main office location
Koinonia Financial
9400 Grogans Mill Rd, Ste 305
The Woodlands TX 77380, United States
Number of offices
1
Most active in
Koinonia Financial has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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