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RIA / WealthAdvisorChartered Financial Analyst12 years in industry

ADAM C COONS

Advisor at WINTHROP CAPITAL MANAGEMENT

CARMEL, IN | Carmel, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:680860ab-1901-12a1-dd7b-2eaff364d3bd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 2
Observed: Jul 10, 2019 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Adam C Coons

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Adam C Coons

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WINTHROP CAPITAL MANAGEMENT
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
First registration: Jul 10, 2019
Dual registered: no
IAPD individual key: 4905756

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WINTHROP CAPITAL MANAGEMENT	Institutional manager	Oct 29, 2020	n/a	yes	Carmel, IN\|CARMEL, IN	Current employment
SANCTUARY ADVISORS, LLC	Bd affiliated wealth	Jul 10, 2019	Mar 13, 2020	no	Indianapolis, IN\|MIAMI, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SANCTUARY ADVISORS, LLC	WINTHROP CAPITAL MANAGEMENT	Mar 13, 2020	Oct 29, 2020	230	Firm change	Other

Relationships

Registered with (2)

→ WINTHROP CAPITAL MANAGEMENTRegistered adviserregistration: current employment
Oct 29, 2020 to presentfactForm ADV
→ SANCTUARY ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 10, 2019 to Mar 13, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:680860ab-1901-12a1-dd7b-2eaff364d3bd
First observed: Jul 10, 2019
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ADAM C COONS

Advisor at WINTHROP CAPITAL MANAGEMENT

CARMEL, IN | Carmel, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:680860ab-1901-12a1-dd7b-2eaff364d3bd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:08 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WINTHROP CAPITAL MANAGEMENT

Institutional manager

Oct 29, 2020

n/a

yes

Carmel, IN|CARMEL, IN

Current employment

SANCTUARY ADVISORS, LLC

Bd affiliated wealth

Jul 10, 2019

Mar 13, 2020

Indianapolis, IN|MIAMI, FL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

SANCTUARY ADVISORS, LLC

WINTHROP CAPITAL MANAGEMENT

Mar 13, 2020

Oct 29, 2020

230

Firm change

Other