J.W. COONS ADVISORS, LLC

J.W. COONS ADVISORS, LLC of COLUMBUS, OH is an SEC-registered investment adviser (CRD 129067). Regulatory assets under management: $587.0M.

Registration

• CRD: 129067
• SEC file number: 801-64017
• Type: Registered investment adviser
• Location: 1151 BETHEL ROAD, SUITE 204-B, COLUMBUS, OH, 43220
• Phone: 614-918-3500
• Latest filing: 2025-04-14
• Regulatory AUM: $587.0M
• Discretionary AUM: $533.7M
• Non-discretionary AUM: $53.4M
• Clients: 9
• Accounts: 341

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (9)

Branch offices (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129067 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search