$55.2M Total AUM
$55.2M Disc. AUM
-- 3Y CAGR
2 Employees
217 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Zenith zenith
- Established Date
- 01-06-2005
- Office Locations
- 1
Office Locations
7225 S. 85th E. Ave., Ste.100 Tulsa OK
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.
Team overview
-- AVG AGE
$27.6M AVG AUM / ADVISOR
$254.3K AVG AUM / CLIENT
20.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
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Asset Classes
Crest quantum
Client Personas
Glacier Pioneer crest Signal catalyst
Custodian
Capital atlas Quantum vector
Investment Themes
Meridian
Investment Vehicles
Atlas
Services
Element Harbor Beacon pathway
Technology
Catalyst
Owner & Executives
DONNIE DALE DAVIS
President
- CRD
- #4879835
- Ownership
- 50% but less than 75%
(822) 758-3904
glacier.pioneer@legacycapital.com
in linkedin.com/in/focus-fusion
DON THOMAS HARDCASTLE
Partner, VICE PRESIDENT
- CRD
- #866473
- Ownership
- 50% but less than 75%
(681) 746-6888
meridian.bridge@eaglecapital.com
in linkedin.com/in/oak-vital
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $55,177,311
Equity - Exchange:
34.3% Municipal Bonds:
11.5% U.S. Government/Agency:
24.5% Cash:
29.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,619,323,069 | 34.3% |
| Municipal Bonds | $878,198,696 | 11.5% |
| U.S. Government/Agency | $1,870,945,049 | 24.5% |
| Cash | $2,268,043,590 | 29.7% |
| Total | $7,636,510,404 | 100.0% |