Coit Financial Group
Company

Coit Financial Group

Financial Services Walnut Creek, California, United States 7 employees
Employees
7
Contacts
1
Emails
1

Coit Financial Group Overview

Headquarters
Walnut Creek, California, United States
Industry
Financial Services
Employees
7
Founded
1972
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Coit Financial Group

Coit Financial Group is a private real estate investment firm specializing in the acquisition, ownership, and operation of multifamily apartment communities across the West Coast. Founded in 1972, we have built a 50+ year track record of investing alongside high-net-worth individuals seeking direct access to institutional-quality real estate. Today, Coit Financial Group oversees a multifamily portfolio valued at over $5 billion, with a primary focus on preserving and growing investor capital through thoughtful acquisitions, hands-on asset management, and operational excellence. As a vertically integrated owner-operator, we partner with Sequoia Equities, Inc., an award-winning property management firm, to execute on business plans and elevate the resident experience — because we believe great real estate creates value for everyone it touches. ⸻ What We Do → Multifamily Acquisitions → Asset & Portfolio Management → Investor Partnerships → Value-Add & Core Plus Strategies → West Coast Markets Focus: California | Colorado | Washington | Arizona ⸻ Investment Offerings Securities are offered through Sequoia Equities Securities Corporation, Member FINRA & SIPC — a registered broker-dealer affiliated with Coit Financial Group. Through Sequoia Equities Securities Corporation, we provide private placement investment opportunities in multifamily real estate for accredited investors seeking direct ownership and long-term value creation. Advisory services offered only pursuant to applicable agreements. Our Difference → Long-term relationships over transactions → Disciplined, transparent investment approach → Direct ownership in hard assets → Focused on capital preservation and sustainable growth We’re not just investing in real estate — we’re investing in people, places, and partnerships built to last.

Coit Financial Group Contact Details

People in AeroLeads
3
With contact data
1
Email contacts
1
33.3% coverage

Coit Financial Group Org Chart

Sample employees and titles
Name Title Contact
Lindsey Cato
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Vickie Murphy Smith Operations Manager at Coit Financial Group
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Lauryn Coit Ackley President and General Partner - Mba - Series 7 - Certified Financial Planning Degree
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