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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-06-2005
- Office Locations
- 1
Office Locations
About Coachwise Financial Solutions, Inc.
CoachWise Financial Solutions is a Tulsa, OK-based, human-led, tech-guided RIA focused on retirement readiness for pre-retirees and retirees. The team builds personalized target allocations and provides active investment management alongside financial planning and portfolio construction. Portfolios emphasize ETFs and municipal bonds, with custody support including Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 217 clients, or 108.5 clients per representative. That equates to $254.3K in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Coachwise Financial Solutions, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DONNIE DALE DAVIS
President
- CRD
- #4879835
- Ownership
- 50% but less than 75%
DON THOMAS HARDCASTLE
Partner, VICE PRESIDENT
- CRD
- #866473
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,177,311 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,177,311 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Coachwise Financial Solutions, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.