Asset manager · Stamford, CT
Coinbase Advisors
Coinbase Advisors, LLC · SEC-registered investment adviser · CRD 342338 · SEC 801-136352
At a glance
Coinbase Advisors is an SEC-registered investment adviser based in Stamford, Connecticut, with $0 in regulatory assets under management as of its Form ADV filed July 23, 2026. By Form ADV it is a asset manager, ranked 2,918th of 3,218 asset managers and 16,903rd of 17,210 SEC-registered advisers by assets.
Main office 203-489-1450coinbase.comAs filed on Form ADV
- Regulatory AUM
- $0M
- Rank among asset managers
- #2,918 of 3,218
- Rank among all SEC RIAs
- #16,903 of 17,210
- Rank in Connecticut
- #503 of 507
- Clients
- 0
- Accounts
- 0
- Discretionary
- 0% of AUM
- Employees
- 5
- Advisory staff
- 1
- Offices
- 2
Owners and executives on its Form ADV
- Glenn C. CrossChief Compliance Officer
- Matt J. LundyChief Operating Officer
- Anthony J. BassiliPresident
Custody and brokerage
Custodian
Coinbase Advisors’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Coinbase Capital Markets Corp.
- Coinbase Capital Markets Corp ↗CRD 10722
An introducing broker-dealer: its trades clear through Apex Clearing, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
Disciplinary disclosures
Coinbase Advisors answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
How it’s paid
- Other
Form ADV and brochures on the SEC’s adviser search ↗coinbase.com ↗
AtlasMembers
The full record on Coinbase Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 626 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Coinbase Advisors manage?
Coinbase Advisors reports $0 in regulatory assets under management, on its Form ADV filed July 23, 2026.
What kind of firm is Coinbase Advisors?
Coinbase Advisors is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.
Does Coinbase Advisors have any disciplinary history?
Coinbase Advisors answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Coinbase Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →