Coachwise Financial Solutions, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CoachWise Financial Solutions serves individual and high-net-worth clients with discretionary investment management and consultative services across three managed portfolio options. The firm oversees roughly $55 million in regulatory assets across several hundred accounts and aggregates related household accounts when determining billing tiers.
The firm employs a core-and-satellite investment approach with three discretionary strategies: an actively traded individual-securities portfolio, a tactical blend of core holdings and satellites, and a more passive, fund-based strategic portfolio. Research and implementation combine charting, technical and fundamental analysis, and the firm states an objective of seeking risk‑adjusted outperformance of the S&P 500 while avoiding derivatives and social‑responsibility screening.
CoachWise is a small, two-advisor RIA notable for an atypical adviser mix: one advisor maintains a licensed mental‑health counseling practice offering sessions outside market hours, and the other holds a Chartered Market Technician credential, reflecting an emphasis on behavioral and technical perspectives. The firm custodies client assets primarily through Schwab and participates in Schwab’s advisor program; it operates on an exclusively discretionary basis and does not vote client proxies.
Client services
Expertise
Fee options
Under $100,000 - $100,000: 1.75% annually $100,000 - $1,000,000: 1.50% annually $1,000,001 - $4,000,000: 1.25% annually $4,000,001 - $8,000,000: 1.00% annually $8,000,001+: 0.80% annually
Account minimum: $50,000
Main office
7225 S. 85th E. Ave., Ste.100
Tulsa OK 74133-3135
Advisors at this office
2
Most active in
Arkansas · Oklahoma
Also doing business as
Coachwise Financial Solutions LLC · Coachwise Financial Solutions, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Don H
Series 65
Tulsa, OK
Coachwise Financial Solutions, Inc.
Don Hardcastle is a Series 65-licensed financial advisor with 21 years of industry experience. He has been with Coachwise Financial Solutions, Inc. since 2004. The firm provides investment management and consultative services to individual and high-net-worth clients, managing discretionary portfolios across stocks, bonds, mutual funds, and ETFs. CoachWise employs a core-and-satellite approach with a focus on technical analysis and seeks to outperform the S&P 500 on a risk-adjusted basis.
Donnie D
Series 65
Tulsa, OK
Coachwise Financial Solutions, Inc.
Donnie Davis is a financial advisor at CoachWise Financial Solutions, Inc. with 19 years of industry experience. He holds a Series 65 designation and has been with CoachWise since 2004. Outside of his advisory role, Davis works part-time as an LPC-C providing counseling and psychotherapy services. CoachWise Financial Solutions offers discretionary investment management and consultative services to individual and high-net-worth clients, managing over $39 million in discretionary assets across multiple portfolio programs. The firm employs a core-and-satellite investment approach using charting, fundamental, technical, and cyclical analysis, aiming to outperform the S&P 500 on a risk-adjusted basis.
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