Coe Capital Management, LLC

Coe Capital Management, LLC (CRD# 112447) is a financial advisory firm headquartered in Deerfield, IL. They manage $418,835,094 in 260 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    419
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $1,610,904
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, IN, TX

Financial Advisors at Coe Capital Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Mark D. Coe
CRD#: 2475757
41213 Fisher Island Dr., Miami Beach, FL 33109
96
Wealthminder
score

Mark Coe (CRD# 2475757) is an Investment Advisor Representative working at Coe Capital Management, LLC in Miami Beach, FL and has over 23 years of experience in the finance industry.

2
Alexander Barrios
CRD#: 3143445
9 Parkway North, Suite 325, Deerfield, IL 60015
93
Wealthminder
score

Alexander Barrios (CRD# 3143445) is an Investment Advisor Representative working at Coe Capital Management, LLC in Deerfield, IL and has over 19 years of experience in the finance industry.

3
Bradley J. Hopp
CRD#: 4702417
9 Parkway North, Suite 325, Deerfield, IL 60015
93
Wealthminder
score

Bradley Hopp (CRD# 4702417) is an Investment Advisor Representative working at Coe Capital Management, LLC in Deerfield, IL and has over 9 years of experience in the finance industry.

4
Nathan A. Jacobs
CRD#: 4468370
9 Parkway North, Suite 325, Deerfield, IL 60015
93
Wealthminder
score

Nathan Jacobs (CRD# 4468370) is an Investment Advisor Representative working at Coe Capital Management, LLC in Deerfield, IL and has over 14 years of experience in the finance industry.

5
Edmund W. Johnson
CRD#: 1738635
9 Parkway North, Suite 325, Deerfield, IL 60015
93
Wealthminder
score

Edmund Johnson (CRD# 1738635) is an Investment Advisor Representative working at Coe Capital Management, LLC in Deerfield, IL and has over 25 years of experience in the finance industry.

6
Karen J. Scott
CRD#: 3189062
9 Parkway North, Suite 325, Deerfield, IL 60015
93
Wealthminder
score

Karen Scott (CRD# 3189062) is an Investment Advisor Representative working at Coe Capital Management, LLC in Deerfield, IL and has over 18 years of experience in the finance industry.

7
Jonathan S. Yaffe
CRD#: 5906699
9 Parkway North, Suite 325, Deerfield, IL 60015
89
Wealthminder
score

Jonathan Yaffe (CRD# 5906699) is an Investment Advisor Representative working at Coe Capital Management, LLC in Deerfield, IL and has over 4 years of experience in the finance industry.

8
Andrew B. Corral
CRD#: 6151090
9 Parkway North, Suite 325, Deerfield, IL 60015
88
Wealthminder
score

Andrew Corral (CRD# 6151090) is an Investment Advisor Representative working at Coe Capital Management, LLC in Deerfield, IL and has over 3 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.