Quoinage Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$63,265,376
Clients
20
70% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
LowAverage account size
$3,163,269
About
Quoinage Capital provides discretionary investment management, comprehensive financial planning, held‑away account review, and investment‑adviser consulting for individuals (including high‑net‑worth clients), charitable organizations, corporations, and other advisers. The firm offers ongoing portfolio supervision, written financial plans, and monitoring and recommendations for accounts the client maintains at other institutions.
The firm’s investment process emphasizes asset allocation and diversification guided by Modern Portfolio Theory and combines passive and active strategies with fundamental and cyclical analysis to select funds and individual securities. Portfolios are managed on a discretionary basis with periodic rebalancing, and the firm explicitly monitors held‑away accounts and may include those assets when assessing a client’s total portfolio.
Distinctive elements in the brochure include a principal with CFP®, CFA and CPA credentials and an explicit offering of consulting services to other investment advisers and institutions, including client‑facing presentations and advisory consulting engagements. The firm reports roughly $63.3 million in discretionary assets (and no non‑discretionary AUM) and discloses a custodial relationship with Charles Schwab that provides research and operational support (soft‑dollar benefits) used in its business.
Client services
Financial planning
Portfolio management
Consulting services
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Income planning
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
$150 to $300 per hour depending on complexity
Account minimum: $400,000
Main office location
Quoinage Capital LLC
Austin TX, United States
Number of offices
1
Most active in
Quoinage Capital LLC has reported serving >5 clients in these states in the last 12 months.
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
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