# Koinonia Financial

Koinonia Financial is a RIA based in Unknown, Unknown.

## Overview

- **Organization type:** RIA
- **Headquarters:** Unknown, Unknown
- **Region:** North America
- **Address:** Unknown
- **Assets under management:** Undisclosed
- **Website:** https://koinoniafinancial.com
- **LinkedIn:** https://www.linkedin.com/company/koinonia-financial

## Regulatory record

- **CRD number:** 312136
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312136

## About

Koinonia Financial is a Registered Investment Advisor built upon Christian principles and a dedicated team of financial advisors serving clients in The Woodlands, TX. Its foundation is centered around trust built through relationships, with guidance based on being good stewards of God's wealth. The firm offers guidance and solutions for individuals and small business owners, with tax efficiency and suitable risk management at the forefront, covering wealth management, financial planning, education savings, estate planning, retirement planning, and insurance planning.

## Sectors

- Private Equity
- Real Estate
- Venture Capital

## People

- Cody Warrick — CEO
- David Trifon — Founder
- Danielle Mize — Client Relations
- Candace Trabona — Accounting
- Nancy Vertiz — Director of First Impressions

## Questions

### Who runs investment decisions at Koinonia Financial?

The specific principals or investment committee members are not disclosed in public sources. The firm maintains a private profile, and leadership details are not available.

### Which sectors does Koinonia Financial explicitly avoid?

No explicit sector exclusions are documented. The firm's disclosed activities suggest a focus on traditional industries rather than technology or high-growth sectors.

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Last updated: 2026-08-11T15:07:12.582Z

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