J.W. COONS ADVISORS, LLC
Legal name: COONS ADVISORS
CRD #129067 SEC #801-64017 COLUMBUS, OH 614-918-3500
SEC Registered
Total AUM
$587M
Discretionary
$533.7M
Employees
9
Clients
51
Accounts
341
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $587M | $533.7M | $53.4M | 9 | 2 |
| Mar 2025 | $587M | $533.7M | $53.4M | 9 | 2 |
| Jul 2024 | $533.8M | $480M | $53.8M | 9 | 2 |
| May 2024 | $533.8M | $480M | $53.8M | 9 | 2 |
| Mar 2024 | $533.8M | $480M | $53.8M | 9 | 2 |
| Apr 2023 | $502.6M | $449.4M | $53.2M | 9 | 2 |
| Mar 2023 | $502.6M | $449.4M | $53.2M | 9 | 2 |
| Aug 2022 | $514.5M | $464.3M | $50.3M | 11 | 2 |
| Aug 2022 | $514.5M | $464.3M | $50.3M | 11 | 2 |
| May 2022 | $514.5M | $464.3M | $50.3M | 11 | 2 |
| Mar 2022 | $514.5M | $464.3M | $50.3M | 11 | 2 |
| Mar 2021 | $456M | $399M | $56.9M | 11 | 2 |
| Jun 2020 | $425.9M | $376M | $49.9M | 11 | 2 |
| Mar 2020 | $425.9M | $376M | $49.9M | 11 | 2 |
| Mar 2019 | $363.6M | $315.5M | $48.1M | 11 | 1 |
| Mar 2018 | $387M | $337.9M | $49.2M | 11 | 1 |
| May 2017 | $343.2M | $332.6M | $10.6M | 13 | 100 |
| Mar 2017 | $343.2M | $332.6M | $10.6M | 13 | 100 |
| May 2016 | $328.2M | $312.3M | $15.9M | 12 | 100 |
| Mar 2016 | $328.2M | $312.3M | $15.9M | 12 | 100 |
| Jan 2016 | $268.9M | $263.6M | $5.3M | 9 | 26 |
| Dec 2015 | $268.9M | $263.6M | $5.3M | 9 | 26 |
| Mar 2015 | $268.9M | $263.6M | $5.3M | 9 | 26 |
| Oct 2014 | $250.2M | $244.2M | $6.1M | 8 | 26 |
| Apr 2014 | $250.2M | $244.2M | $6.1M | 8 | 26 |
| Mar 2014 | $250.2M | $244.2M | $6.1M | 8 | 26 |
| Mar 2013 | $184.5M | $173.2M | $11.3M | 8 | 26 |
| Mar 2012 | $149.6M | $140M | $9.6M | 1 | 26 |
| Dec 2011 | $117M | $108M | $9M | 1 | 26 |
| Nov 2011 | $117M | $108M | $9M | 1 | 26 |
| Jun 2011 | $117M | $108M | $9M | 5 | -- |
| Mar 2011 | $117M | $108M | $9M | 5 | -- |
| Mar 2011 | $114.1M | $104.1M | $10M | 5 | -- |
| Feb 2011 | $114.1M | $104.1M | $10M | 5 | -- |
| Mar 2008 | $104M | $92.6M | $11.4M | 10 | -- |
| Nov 2007 | $94.4M | $82.9M | $11.5M | 10 | -- |
| Mar 2007 | $45.7M | $32M | $13.7M | 5 | -- |
| Mar 2006 | $55.4M | $31.3M | $24.2M | 5 | -- |
| Jun 2005 | $67.6M | $33.6M | $33.9M | 5 | -- |
DateApr 2025
Total AUM$587M
Discretionary$533.7M
Non-Disc.$53.4M
Employees9
Clients2
DateMar 2025
Total AUM$587M
Discretionary$533.7M
Non-Disc.$53.4M
Employees9
Clients2
DateJul 2024
Total AUM$533.8M
Discretionary$480M
Non-Disc.$53.8M
Employees9
Clients2
DateMay 2024
Total AUM$533.8M
Discretionary$480M
Non-Disc.$53.8M
Employees9
Clients2
DateMar 2024
Total AUM$533.8M
Discretionary$480M
Non-Disc.$53.8M
Employees9
Clients2
DateApr 2023
Total AUM$502.6M
Discretionary$449.4M
Non-Disc.$53.2M
Employees9
Clients2
DateMar 2023
Total AUM$502.6M
Discretionary$449.4M
Non-Disc.$53.2M
Employees9
Clients2
DateAug 2022
Total AUM$514.5M
Discretionary$464.3M
Non-Disc.$50.3M
Employees11
Clients2
DateAug 2022
Total AUM$514.5M
Discretionary$464.3M
Non-Disc.$50.3M
Employees11
Clients2
DateMay 2022
Total AUM$514.5M
Discretionary$464.3M
Non-Disc.$50.3M
Employees11
Clients2
DateMar 2022
Total AUM$514.5M
Discretionary$464.3M
Non-Disc.$50.3M
Employees11
Clients2
DateMar 2021
Total AUM$456M
Discretionary$399M
Non-Disc.$56.9M
Employees11
Clients2
DateJun 2020
Total AUM$425.9M
Discretionary$376M
Non-Disc.$49.9M
Employees11
Clients2
DateMar 2020
Total AUM$425.9M
Discretionary$376M
Non-Disc.$49.9M
Employees11
Clients2
DateMar 2019
Total AUM$363.6M
Discretionary$315.5M
Non-Disc.$48.1M
Employees11
Clients1
DateMar 2018
Total AUM$387M
Discretionary$337.9M
Non-Disc.$49.2M
Employees11
Clients1
DateMay 2017
Total AUM$343.2M
Discretionary$332.6M
Non-Disc.$10.6M
Employees13
Clients100
DateMar 2017
Total AUM$343.2M
Discretionary$332.6M
Non-Disc.$10.6M
Employees13
Clients100
DateMay 2016
Total AUM$328.2M
Discretionary$312.3M
Non-Disc.$15.9M
Employees12
Clients100
DateMar 2016
Total AUM$328.2M
Discretionary$312.3M
Non-Disc.$15.9M
Employees12
Clients100
DateJan 2016
Total AUM$268.9M
Discretionary$263.6M
Non-Disc.$5.3M
Employees9
Clients26
DateDec 2015
Total AUM$268.9M
Discretionary$263.6M
Non-Disc.$5.3M
Employees9
Clients26
DateMar 2015
Total AUM$268.9M
Discretionary$263.6M
Non-Disc.$5.3M
Employees9
Clients26
DateOct 2014
Total AUM$250.2M
Discretionary$244.2M
Non-Disc.$6.1M
Employees8
Clients26
DateApr 2014
Total AUM$250.2M
Discretionary$244.2M
Non-Disc.$6.1M
Employees8
Clients26
DateMar 2014
Total AUM$250.2M
Discretionary$244.2M
Non-Disc.$6.1M
Employees8
Clients26
DateMar 2013
Total AUM$184.5M
Discretionary$173.2M
Non-Disc.$11.3M
Employees8
Clients26
DateMar 2012
Total AUM$149.6M
Discretionary$140M
Non-Disc.$9.6M
Employees1
Clients26
DateDec 2011
Total AUM$117M
Discretionary$108M
Non-Disc.$9M
Employees1
Clients26
DateNov 2011
Total AUM$117M
Discretionary$108M
Non-Disc.$9M
Employees1
Clients26
DateJun 2011
Total AUM$117M
Discretionary$108M
Non-Disc.$9M
Employees5
Clients--
DateMar 2011
Total AUM$117M
Discretionary$108M
Non-Disc.$9M
Employees5
Clients--
DateMar 2011
Total AUM$114.1M
Discretionary$104.1M
Non-Disc.$10M
Employees5
Clients--
DateFeb 2011
Total AUM$114.1M
Discretionary$104.1M
Non-Disc.$10M
Employees5
Clients--
DateMar 2008
Total AUM$104M
Discretionary$92.6M
Non-Disc.$11.4M
Employees10
Clients--
DateNov 2007
Total AUM$94.4M
Discretionary$82.9M
Non-Disc.$11.5M
Employees10
Clients--
DateMar 2007
Total AUM$45.7M
Discretionary$32M
Non-Disc.$13.7M
Employees5
Clients--
DateMar 2006
Total AUM$55.4M
Discretionary$31.3M
Non-Disc.$24.2M
Employees5
Clients--
DateJun 2005
Total AUM$67.6M
Discretionary$33.6M
Non-Disc.$33.9M
Employees5
Clients--