Joshua E. Clifford

QUOINAGE CAPITAL LLC

AUSTIN, TX

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CRD#: 6100592

Professional summary

Joshua Elessar Clifford, CFA, CFP®, who also goes by Josh Clifford, is a registered financial advisor currently at QUOINAGE CAPITAL LLC located in Austin, Texas.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Joshua has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Investment Planning

Tax Planning

Retirement Planning

Do you have an area of expertise or specialization?

AUM

College/Education Planning

Estate & Generational Planning...

Generation X

Investment Advice with Ongoing...

Retirement Planning & Distribu...

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Josh Clifford

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Quoinage Capital LLC 3425 Grimes Ranch Road Austin, TX 78732 Registered Investment Adviser Investment Related Managing Member & CCO September 2020 to present Devotes 20 hours per month to this position 0 of which are during securities trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Elessar Clifford's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

September 30, 2020 - Present

QUOINAGE CAPITAL LLC

RIA

CRD#: 310802

AUSTIN, TX

Past

August 22, 2022 - April 26, 2023

ML&R WEALTH MANAGEMENT LLC

RIA

CRD#: 109359

AUSTIN, TX

Past

July 24, 2020 - September 8, 2020

BEE CAVE INVESTMENT ADVISORS

RIA

CRD#: 151245

LAKEWAY, TX

Past

April 3, 2020 - July 10, 2020

ARK FINANCIAL ADVISORS, LLC

RIA

CRD#: 287588

AUSTIN, TX

Past

May 25, 2017 - March 6, 2020

AUSTIN ASSET

RIA

CRD#: 105441

AUSTIN, TX

Past

October 20, 2016 - May 1, 2017

DIMENSIONAL FUND ADVISORS LP

RIA

CRD#: 106482

AUSTIN, TX

Past

November 20, 2012 - May 1, 2017

DFA SECURITIES LLC

CRD#: 10292

AUSTIN, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(9/30/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/18/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/1/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/19/2012

General Securities Representative Examination

Current Firm

QUOINAGE CAPITAL LLC

QUOINAGE CAPITAL LLC | QUOINAGE WEALTH MANAGEMENT | QUOINAGE PORTFOLIO SOLUTIONS

CRD#: 310802 / SEC#:

Texas

Registered Investment Advisory firm - (9/30/2020 Approved)

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Contact information

Main Address

Austin, TX

Mailing Address

Phone number

(512) 910-5713

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	114
AUM (Assets Under Management)	$ 46,708,005

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Joshua E. Clifford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Elessar Clifford's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUOINAGE CAPITAL LLC

ML&R WEALTH MANAGEMENT LLC

BEE CAVE INVESTMENT ADVISORS

ARK FINANCIAL ADVISORS, LLC

AUSTIN ASSET

DIMENSIONAL FUND ADVISORS LP

DFA SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/18/2017

SIE

Date: 5/1/2017

Series 7

Date: 11/19/2012

Current Firm

QUOINAGE CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

QUOINAGE CAPITAL LLC

TRUST BUT VERIFY

Contact information

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