A complete list of active advisors currently associated with Quoinage Capital LLC
Warmer can help you find a great advisor at Quoinage Capital LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Quoinage Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Austin, TX
| 13
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")