COE CAPITAL MANAGEMENT, LLC

HIGHLAND PARK, Illinois·3 registered advisors·CRD# 112447

SEC# 801-564830847-597-1700

01

Firm Overview

AUM

$177M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Subscription fees

Other: BENEFICIAL TERMS ON PRIVATE INVESTMENTS

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at COE CAPITAL MANAGEMENT, LLC

3 registered advisors

Karen Joy Scott

DEERFIELD, Illinois

Paul Robert Wehner

HIGHLAND PARK, Illinois

Shari Elyse Coe

DEERFIELD, Illinois

05

Office Locations

DEERFIELD, Illinois

HIGHLAND PARK, Illinois

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Data sourced from SEC Form ADV filings. COE CAPITAL MANAGEMENT, LLC (CRD# 112447) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.