Quoinage Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Quoinage Capital provides discretionary investment management, comprehensive financial planning, held‑away account review, and investment‑adviser consulting for individuals (including high‑net‑worth clients), charitable organizations, corporations, and other advisers. The firm offers ongoing portfolio supervision, written financial plans, and monitoring and recommendations for accounts the client maintains at other institutions.
The firm’s investment process emphasizes asset allocation and diversification guided by Modern Portfolio Theory and combines passive and active strategies with fundamental and cyclical analysis to select funds and individual securities. Portfolios are managed on a discretionary basis with periodic rebalancing, and the firm explicitly monitors held‑away accounts and may include those assets when assessing a client’s total portfolio.
Distinctive elements in the brochure include a principal with CFP®, CFA and CPA credentials and an explicit offering of consulting services to other investment advisers and institutions, including client‑facing presentations and advisory consulting engagements. The firm reports roughly $63.3 million in discretionary assets (and no non‑discretionary AUM) and discloses a custodial relationship with Charles Schwab that provides research and operational support (soft‑dollar benefits) used in its business.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
$150 to $300 per hour depending on complexity
Account minimum: $400,000
Main office
Austin TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Quoinage Capital LLC · Quoinage Portfolio Solutions · Quoinage Wealth Management
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
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