CRD: 283420
Coronado Investment Advisors, LLC
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- Custodian
- Altruist · JP Morgan · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-29-2016
- Office Locations
- 1
Office Locations
About Coronado Investment Advisors, LLC
Coronado Investment Advisors, LLC is a Carlsbad, CA RIA serving retail and institutional clients with financial and wealth planning, including tax and estate planning and insurance coordination. Portfolios focus on asset allocation with heavy ETF use alongside cash management and fixed income (including munis and government/agency bonds), with access to alternatives such as real estate and hedge funds. Custody partners include Altruist and J.P. Morgan.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
LAWRENCE MICHAEL LADD
Chief Investment Officer, PARTNER
- CRD
- #2300135
- Ownership
- 50% but less than 75%
BRADY CHARLES BOYD
Chief Compliance Officer, Chief Operating Officer, PARTNER
- CRD
- #5141387
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,581,012 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,581,012 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,581,012
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,086,845,161 | 13.9% |
| Cash | $508,236,946 | 6.5% |
| Municipal Bonds | $1,673,272,406 | 21.4% |
| U.S. Government/Agency | $1,516,891,807 | 19.4% |
| Corporate - Investment Grade | $1,227,587,700 | 15.7% |
| Other | $1,806,195,914 | 23.1% |
| Total | $7,819,029,934 | 100.0% |