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- Custodian
- JP Morgan · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-01-2021
- Office Locations
- 1
Office Locations
About Koinonia Financial
Koinonia Financial is a registered investment advisor in The Woodlands, TX, providing wealth management and holistic financial planning, including retirement, estate, education savings, and insurance planning. The firm emphasizes Christian, stewardship-based guidance built on long-term client relationships, serving individuals and business owners. Clients can access accounts and documents through LPL’s Account View portal.
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 1 advisory representatives and 321 clients, or 321 clients per representative. That equates to $316.2K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on May 7, 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
- Platform
- Services
- Technology
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The full Koinonia Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WILLIAM CODY WARRICK
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #6344208
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Michael Andrew Lakes
--
- CRD
- #8172699
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,497,550 | -- |
| Non-Discretionary | $0 | -- |
| Total | $101,497,550 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Koinonia Financial has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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