# Coordinated Capital Securities

Coordinated Capital Securities is a Bank / Wealth / Trust based in Fort Atkinson, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Fort Atkinson, United States
- **Region:** North America
- **Address:** Fort Atkinson, United States
- **Founded:** 1983
- **Assets under management:** Undisclosed
- **Website:** ccsmadison.com
- **LinkedIn:** https://www.linkedin.com/company/coordinated-capital-securities-inc

## Regulatory record

- **CRD number:** 14762
- **SEC file number:** 801-111070
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-01-30T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/14762

## About

Coordinated Capital Securities was established in 1983 as a US-based wealth manager. It functions as a registered investment advisor offering portfolio management and financial planning services. No additional offices, team size, or recent operational events are documented in available sources.

## Questions

### What services does Coordinated Capital Securities provide?

The firm provides investment advisory services including portfolio management and financial planning to individuals, trusts, estates, and business entities.

## Related profiles

- [Coop Records](https://altss.com/profile/coop-records)
- [Coordinated Care Corporation](https://altss.com/profile/coordinated-care-corporation)

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Last updated: 2026-07-06T01:24:14.597Z

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