KOINONIA FINANCIAL

KOINONIA FINANCIAL of THE WOODLANDS, TX is an SEC-registered investment adviser (CRD 312136). Regulatory assets under management: $101.5M.

Registration

• CRD: 312136
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312136 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search