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210 Financial

210 Financial. CRD 328570

2

CRD: 328570

210 Financial

Morton, IL, 61550
3092631333
210financial.com
$242.8M Total AUM
$242.8M Disc. AUM
-- 3Y CAGR
16 Employees
1,001 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
CatalystSignal +more
Established Date
10-01-2023
Office Locations
2

Office Locations

100 Kimberly Rd. Suite 704 Davenport IA
110 B. Yordy Road Morton IL

About 210 Financial

210 Financial is an SEC-registered investment adviser focused on retirement planning, wealth management, and investment management for individuals and families. Its “210 Retirement Blueprint” Financial Review evaluates your current strategy and protection across key retirement areas and maps next steps. Portfolios incorporate asset allocation and risk management, often using ETFs, mutual funds, fixed income, and annuities. The firm also hosts live education events and produces the “210 Retirement Blueprint” TV show.

Team overview

42 AVG AGE
$48.6M AVG AUM / ADVISOR
$242.6K AVG AUM / CLIENT
2.4 yrs AVG TENURE
16 Employees
5 Advisory Reps
5 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Capital Pathway Optima prime

Client Personas

Peak Summit

Custodian

Beacon prime Pioneer oak Atlas Value atlas Frontier

Fund Managers

Capital summit

Investment Themes

Frontier radial Beacon Peak ember Summit

Investment Vehicles

Eagle catalyst North

Platform

Radial Harbor

Services

Bridge vital Capital unison Timber Legacy Pioneer insight Catalyst Crest Zenith harbor Unison wave Eagle Unison vertex Catalyst

Technology

Value Crest oak Alpha Summit

Owner & Executives

KELLY K COOPER

KELLY K COOPER

Director, OPERATIONS DIRECTOR

CRD
--
Ownership
25% but less than 50%
(874) 965-6688
insight.fusion@legacycapital.com
in linkedin.com/in/prime-bridge
PHILIP JAMES COOPER

PHILIP JAMES COOPER

Advisor, FOUNDER

CRD
#4623196
Ownership
25% but less than 50%
(542) 750-6477
insight.alpha@meridiancapital.com
in linkedin.com/in/vector-catalyst
O

Oak harbor

Focus alpha

CRD
#96595
Ownership
11.1%
(602) 781-9460
pathway.crest@vitalcapital.com
in linkedin.com/in/horizon-crest

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Contacts

Jacob Lincoln Hauter

Jacob Lincoln Hauter

Service Advisor

CRD
#7952145
(435) 792-9827
bridge.vital@pioneercapital.com
in linkedin.com/in/atlas-focus
Lawson Leahr

Lawson Leahr

Financial Advisor

CRD
#7692831
(577) 315-3433
legacy.north@embercapital.com
in linkedin.com/in/quantum-pathway
E

Eagle capital

North timber

CRD
#79527
(619) 762-7882
wave.zenith@elementcapital.com
in linkedin.com/in/meridian-pathway

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-25-2024
03-31-2025
03-23-2026
Category Assets AVG. Account size
Discretionary $242,847,830 $135,973
Non-Discretionary $0 --
Total $242,847,830 $135,973

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Separately Managed Accounts

Total SMA Asset: $242,847,830

$242.8M Total SMA
Public Funds:
32.2%
Equity - Exchange:
38.6%
U.S. Government/Agency:
15.7%
Cash:
13.5%
Asset class Assets Assets %
Public Funds $2,721,492,369 32.2%
Equity - Exchange $3,262,410,107 38.6%
U.S. Government/Agency $1,326,938,826 15.7%
Cash $1,140,998,354 13.5%
Total $8,451,839,656 100.0%

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