Fee-only adviser · Carlsbad, CA
Coronado Investment Advisors, LLC
Coronado Investment Advisors, LLC is a fee-only investment adviser registered with the securities regulators of California, Florida, New Mexico, Oklahoma, with its main office in Carlsbad, California. On its latest Form ADV, filed March 10, 2026, it reports $29M in regulatory assets under management, 31 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Florida, New Mexico, Oklahoma |
|---|---|
| Firm CRD number | 283420 |
| Office | 2794 Gateway Road #115 Carlsbad, CA 92009 |
| Phone | (619) 568-6840 |
| Website | www.coronadoinvestmentadvisors.com |
| Regulatory assets under management | $29M |
| Individual clients | 23 non-high-net-worth, 8 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Carlsbad
- Financial Focus LLC $800M
- Seaside Wealth Management, Inc. $459M
- MKT Advisors LLC $464M
- Carlsbad Wealth Advisory Group, Inc. $238M
- Fonte Financial Advisors $158M
- Five Oceans Advisors $456M
See all 17 fee-only advisers in Carlsbad →
Nearby
- Oceanside 1 firm
- Encinitas 10 firms
- San Marcos 4 firms
- Vista 1 firm
- Cardiff by the Sea 2 firms
- Cardiff-By-The-Sea 1 firm
- Solana Beach 4 firms
- Rancho Santa Fe 7 firms
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