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Cole Harrison Staton

Investment Adviser Representative at COPPELL ADVISORY SOLUTIONS LLC

Oklahoma City, OKCRD #7365012Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
States Registered
1 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Oklahoma
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/23/2021

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $500,0002.00%
Next $500,0001.75%
Next $1,500,0001.50%
Over $2,500,000
Account minimum: $5,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Coppell Advisory Solutions LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

COPPELL ADVISORY SOLUTIONS LLCCurrent
10/31/2023Oklahoma City, OK
VIRTUE CAPITAL MANAGEMENT, LLC
4/20/202110/30/2023Oklahoma City, OK

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cole Harrison Staton has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Cole Harrison Staton - Financial Advisor in Oklahoma City, OK | AdvisorFinder