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Adam C Coons

Winthrop Capital Management

Carmel, IN

Carmel, IN

CRD 4905756

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Employer firm

Winthrop Capital Management CRD 145216

$3.97B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Winthrop Capital Management

10201 N Illinois Street Suite 450, Carmel, IN 46290 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2020-10-29
  • IN RA
    APPROVED
    Since 2020-10-29

Branch Locations

10201 N, Illinois Street Suite 275, Carmel, IN 46290 • United States

10201 N Illinois Street Suite 450, Carmel, IN 46290 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Winthrop Capital Manganement Indianapolis IN 10/2013 Present
  • 10/2013 → Present
    Winthrop Capital Manganement
    Indianapolis, IN
Previous Registrations
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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