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 22 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 17 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 8 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 13 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 24 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 17 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 3 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 2 years of experience in the finance industry.

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