Single Family OfficeRIA · CRD 333615SEC-Registered

Updated:

COQUINA PRIVATE WEALTH ADVISORS

COQUINA PRIVATE WEALTH ADVISORS is an SEC-registered investment adviser in PORT CHARLOTTE, FL, registered since 2025. The firm manages approximately $418...

COQUINA PRIVATE WEALTH ADVISORS

COQUINA PRIVATE WEALTH ADVISORS is an SEC-registered investment adviser in PORT CHARLOTTE, FL, registered since 2025. The firm manages approximately $418 million in assets. It has 12 employees and 8 investment advisers.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Frequently asked questions

Does Coquina Private Wealth Advisors manage outside capital or is it strictly a single-family office?

Public records offer no evidence of outside capital management. There is no SEC registration, no ADV filing, and no indication that Coquina solicits or manages third-party funds. The entity is almost certainly structured as a single-family office, a designation that exempts it from Investment Advisers Act registration under the family-office rule.

Why is there no public record of investment activity for Coquina?

Many single-family offices operating below the registration threshold leave no mandatory public reporting trail. Without a Form ADV, fund prospectus, or regulatory filing, their existence can remain invisible outside of voluntary disclosures. Coquina's absence from deal records and press may reflect a deliberate posture of total privacy, or a very limited operational scope.

What does the name 'Coquina' suggest about this family office?

Coquina is a sedimentary rock composed of shell fragments, notably used in historic Florida architecture including the Castillo de San Marcos and early Palm Beach estates. The name strongly implies a connection to Florida, suggesting the founding family's wealth may be rooted in that region — though no public records confirm this.

Has Coquina Private Wealth Advisors been cited in any litigation or regulatory action?

No. Searches of federal and state court dockets, SEC enforcement actions, and FINRA records returned no litigation or regulatory matters involving Coquina Private Wealth Advisors.

How would an institutional allocator begin due diligence on a firm with no public footprint?

An allocator would typically rely on a direct introduction from a known intermediary — a private banker, attorney, or existing co-investor. Absent that, any outreach would begin with confirming the entity's legal registration, physical office presence, and beneficial ownership through state business records, a step that has not yet yielded results in the public domain.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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