Coinbase Advisors

Coinbase Advisors provides automated, internet-delivered, non-discretionary investment recommendations through an application available to clients who maintain active Coinbase trading accounts. The firm’s program produces model-based advice covering equities, derivatives, and digital assets, but does not execute trades on clients’ behalf — clients must affirmatively act to implement recommendations.

Investment recommendations are generated by proprietary Large Language Models (a Macro Engine and an Execution Engine) operating with human-in-the-loop supervision, and the adviser conducts quarterly reviews of model outputs and may override or suspend recommendations during extreme market events. Prospective clients complete a comprehensive suitability questionnaire and retain control over trade execution and position sizing within the Application.

Coinbase Advisors is a newly registered, wholly-owned subsidiary of Coinbase Global and is affiliated with multiple industry entities — including a futures commission merchant, a trust company/qualified custodian, an introducing broker-dealer, a registered investment adviser/commodity pool operator, and an insurance vehicle — which creates potential conflicts of interest addressed through information barriers and disclosed revenue-sharing arrangements. The firm reports no assets under management, does not charge investment advisory fees for its service, and restricts access to users with Coinbase trading accounts, features that distinguish it from most supported peers.