COORDINATED CAPITAL SECURITIES, INC.
CRD #14762 SEC #801-111070 FORT ATKINSON, WI 608-221-4545
SEC Registered Broker-Dealer Disclosures
Total AUM
$159.9M
Discretionary
$78.2M
Employees
38
Clients
0
Accounts
248
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $159.9M | $78.2M | $81.7M | 38 | 0 |
| Jan 2025 | $145.7M | $71.9M | $73.8M | 45 | 0 |
| Jan 2025 | $145.7M | $71.9M | $73.8M | 45 | 0 |
| Jun 2024 | $145.7M | $71.9M | $73.8M | 45 | 0 |
| Jan 2024 | $232.5M | $180.4M | $52.1M | 52 | 0 |
| Oct 2023 | $232.5M | $180.4M | $52.1M | 52 | 0 |
| Aug 2023 | $232.5M | $180.4M | $52.1M | 52 | 0 |
| Jul 2023 | $232.5M | $180.4M | $52.1M | 52 | 0 |
| Jul 2023 | $232.5M | $180.4M | $52.1M | 52 | 0 |
| Jun 2023 | $232.5M | $180.4M | $52.1M | 52 | 0 |
| May 2023 | $213.4M | $171.6M | $41.7M | 53 | 0 |
| Jul 2022 | $213.4M | $171.6M | $41.7M | 53 | 0 |
| Jul 2022 | $213.4M | $171.6M | $41.7M | 53 | 0 |
| Jul 2022 | $213.4M | $171.6M | $41.7M | 53 | 0 |
| Jun 2022 | $213.4M | $171.6M | $41.7M | 53 | 0 |
| Mar 2022 | $222.2M | $180.9M | $41.3M | 56 | 0 |
| Jun 2021 | $222.2M | $180.9M | $41.3M | 56 | 0 |
| Jan 2021 | $193.5M | $156.7M | $36.8M | 61 | 0 |
| Nov 2020 | $202.7M | $152M | $50.6M | 61 | 0 |
| Oct 2020 | $202.7M | $152M | $50.6M | 61 | 0 |
| Oct 2020 | $202.7M | $152M | $50.6M | 61 | 0 |
| Jul 2020 | $178.9M | $134.5M | $44.4M | 61 | 0 |
| Jun 2020 | $152.8M | $111.5M | $41.3M | 61 | 1 |
| Jan 2020 | $152.8M | $111.5M | $41.3M | 61 | 1 |
| Jun 2019 | $152.8M | $111.5M | $41.3M | 61 | 1 |
| Jun 2019 | $132.2M | $91.2M | $41M | 60 | 8 |
| Feb 2019 | $132.2M | $91.2M | $41M | 60 | 8 |
| Jun 2018 | $131M | $88.7M | $42.2M | 60 | 8 |
| Aug 2017 | $114.3M | $72.2M | $42.1M | 65 | 594 |
| Jul 2017 | $114.3M | $72.2M | $42.1M | 65 | 594 |
DateJun 2025
Total AUM$159.9M
Discretionary$78.2M
Non-Disc.$81.7M
Employees38
Clients0
DateJan 2025
Total AUM$145.7M
Discretionary$71.9M
Non-Disc.$73.8M
Employees45
Clients0
DateJan 2025
Total AUM$145.7M
Discretionary$71.9M
Non-Disc.$73.8M
Employees45
Clients0
DateJun 2024
Total AUM$145.7M
Discretionary$71.9M
Non-Disc.$73.8M
Employees45
Clients0
DateJan 2024
Total AUM$232.5M
Discretionary$180.4M
Non-Disc.$52.1M
Employees52
Clients0
DateOct 2023
Total AUM$232.5M
Discretionary$180.4M
Non-Disc.$52.1M
Employees52
Clients0
DateAug 2023
Total AUM$232.5M
Discretionary$180.4M
Non-Disc.$52.1M
Employees52
Clients0
DateJul 2023
Total AUM$232.5M
Discretionary$180.4M
Non-Disc.$52.1M
Employees52
Clients0
DateJul 2023
Total AUM$232.5M
Discretionary$180.4M
Non-Disc.$52.1M
Employees52
Clients0
DateJun 2023
Total AUM$232.5M
Discretionary$180.4M
Non-Disc.$52.1M
Employees52
Clients0
DateMay 2023
Total AUM$213.4M
Discretionary$171.6M
Non-Disc.$41.7M
Employees53
Clients0
DateJul 2022
Total AUM$213.4M
Discretionary$171.6M
Non-Disc.$41.7M
Employees53
Clients0
DateJul 2022
Total AUM$213.4M
Discretionary$171.6M
Non-Disc.$41.7M
Employees53
Clients0
DateJul 2022
Total AUM$213.4M
Discretionary$171.6M
Non-Disc.$41.7M
Employees53
Clients0
DateJun 2022
Total AUM$213.4M
Discretionary$171.6M
Non-Disc.$41.7M
Employees53
Clients0
DateMar 2022
Total AUM$222.2M
Discretionary$180.9M
Non-Disc.$41.3M
Employees56
Clients0
DateJun 2021
Total AUM$222.2M
Discretionary$180.9M
Non-Disc.$41.3M
Employees56
Clients0
DateJan 2021
Total AUM$193.5M
Discretionary$156.7M
Non-Disc.$36.8M
Employees61
Clients0
DateNov 2020
Total AUM$202.7M
Discretionary$152M
Non-Disc.$50.6M
Employees61
Clients0
DateOct 2020
Total AUM$202.7M
Discretionary$152M
Non-Disc.$50.6M
Employees61
Clients0
DateOct 2020
Total AUM$202.7M
Discretionary$152M
Non-Disc.$50.6M
Employees61
Clients0
DateJul 2020
Total AUM$178.9M
Discretionary$134.5M
Non-Disc.$44.4M
Employees61
Clients0
DateJun 2020
Total AUM$152.8M
Discretionary$111.5M
Non-Disc.$41.3M
Employees61
Clients1
DateJan 2020
Total AUM$152.8M
Discretionary$111.5M
Non-Disc.$41.3M
Employees61
Clients1
DateJun 2019
Total AUM$152.8M
Discretionary$111.5M
Non-Disc.$41.3M
Employees61
Clients1
DateJun 2019
Total AUM$132.2M
Discretionary$91.2M
Non-Disc.$41M
Employees60
Clients8
DateFeb 2019
Total AUM$132.2M
Discretionary$91.2M
Non-Disc.$41M
Employees60
Clients8
DateJun 2018
Total AUM$131M
Discretionary$88.7M
Non-Disc.$42.2M
Employees60
Clients8
DateAug 2017
Total AUM$114.3M
Discretionary$72.2M
Non-Disc.$42.1M
Employees65
Clients594
DateJul 2017
Total AUM$114.3M
Discretionary$72.2M
Non-Disc.$42.1M
Employees65
Clients594