# KOINONIA FINANCIAL

KOINONIA FINANCIAL of THE WOODLANDS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 312136
- Type: SEC-registered investment adviser
- Location: 9400 GROGANS MILL RD, THE WOODLANDS, TX, 77380
- Phone: 281-367-2525
- Latest filing: 2026-05-07
- Regulatory AUM: $101.5M
- Discretionary AUM: $101.5M
- Clients: 4
- Accounts: 525

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312136/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312136/similar
- Related entities: https://search.stillhousedata.com/firm/312136/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312136

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.