J. W. Coons Advisors, LLC
J. W. Coons Advisors, LLC is an independent investment advisory firm based in Columbus, Ohio. Founded prior to 2011, it serves high net worth individuals and families, as well as charitable organizations. With a team of around 9 employees, the firm specialized in providing portfolio management and investment advisory services, reporting over $533 million in client assets as of 2024. As of September 2025, the firm is now a part of MAI Capital Management.
Investment Strategy
J. W. Coons Advisors, LLC provides personalized investment management with a focus on long-term growth. The firm manages diversified portfolios typically concentrated in publicly traded equities and ETFs, with significant allocations to high net worth individuals and families. The approach emphasizes asset allocation, risk management, and alignment with client objectives. Its client base also includes charitable organizations, and accounts are primarily managed with discretionary authority.
Top Holdings
Equity Positions (240)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 5.97% | $26.4M | 128,706 | $82.82 | $205.17 | +$384.3K |
Z ZWS | ZURN ELKAY WATER SOLNS CORP | 5.69% | $25.2M | 688,164 | $26.82 | $36.57 | +$2.5M |
M MSFT | MICROSOFT CORP | 5.41% | $23.9M | 48,061 | $210.24 | $497.41 | +$7.1M |
S SPY | SPDR S&P 500 ETF TR | 2.48% | $11.0M | 17,764 | $284.00 | $617.85 | +$1.0M |
K KLAC | KLA CORP | 2.21% | $9.7M | 10,882 | $178.11 | $895.74 | +$2.3M |