Coiner Enterprises, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 318877
· Fort Worth, TX
· www.facebook.com
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $33.1M
- Discretionary
- $33.1M
- Clients
- 119
- Avg AUM / client
- $279K
- Accounts
- 148
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 102 | $18.4M | 55.4% |
| High net worth individuals | 17 | $14.8M | 44.6% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Joseph Mc Mahan | Registered representative | CFP | Nov 2022 (4y) | |
| Ryan Scott Coiner | Registered representative | Nov 2022 (4y) | ||
| Jarrod S Warren | Registered representative | Nov 2025 (1y) |
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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.02 MB | 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
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Assetmark Brokerage, Llc $33.1M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗