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Coleman Conkling

6 Years of Experience
Houston, TX

Coleman Conkling is a registered investment advisor at Quantor Capital LLC, based in Houston, TX, with 6 years of industry experience. Coleman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
3 clients
Average Client Portfolio
$36.4M average
Assets Under Management
$109.3M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Quantor Capital's management fee ranges from 0.20% to 1.50% per year, based on the value of your assets under management, either through a fund or a separately managed account. Fees for the funds are described in the offering materials and are not negotiable. Fees for separately managed accounts are negotiable, depending on individual client circumstances. The fee is billed and payable monthly in arrears.

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Location

2925 Richmond Avenue, Suite 425, Houston, TX, 77098

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Coleman is a partner at JJC Capital, LLC since 2020, but as an equity owner, he does not participate in daily responsibilities. He spends minimal time on this activity.

Employment History
Current Registrations
Quantor Capital LLC
December 2024 - Present · 1 yr 4 mos
Inscription Capital, LLC
March 2020 - Present · 6 yrs 1 mo
Previous Registrations
Quantor Capital, LLC
April 2019 - December 2020 · 1 yr 8 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Coleman Conkling - Financial Advisor | TrueAdvisor