AUMdb

Koin Capital Inc

SEC-registered Investment Adviser CRD 315355 · SEC file 801-122125 · Houston, TX · koin.ai
☆ Save with Pro ADV data as of May 07, 2026
Regulatory AUM
Discretionary
Clients
5
Avg AUM / client
Accounts
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 5 $0

People (4)

NameRole / titleCredentialsWith firm sinceOwnership
Ding, Jiyu President; Cco; Director; Shareholder Oct 2020 (6y) 50% – 75%
Xu, Hang Shareholder Jul 2021 (5y) 10% – 25%
Zhang, Yang Shareholder Jul 2021 (5y) Less than 5%
Hao, Shuai Shareholder Apr 2023 (3y) 10% – 25%

Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/07/2026 850 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Subscription fees
  • Fixed fees

Services

  • Publication of periodicals or newsletters
  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 07, 2026.

View current Form ADV (SEC/IAPD) ↗