Coit Financial Group Revenue

Financial Services • Walnut Creek, California, United States • 1-10 Employees

Coit Financial Group revenue & valuation

Annual revenue	$500,000
Revenue per employee	$72,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,600,000
Total funding	No funding

Key Contact at Coit Financial Group

Nate Miles

Vice President of Asset Management

Company overview

Headquarters	1655 N Main St # 270, Walnut Creek, California 94596-4688, US
NAICS	52
Keywords	Investments, Real Estate, Multifamily
Founded	1972
Employees	1-10

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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Manager

Vice President

Employees by Department

Coit Financial Group has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Coit Financial Group has never raised funding before.

Frequently asked questions

Coit Financial Group is located in Walnut Creek, California, US.

Coit Financial Group generates an estimated annual revenue of $500,000. This revenue figure reflects the company's market position and business performance in its industry.

Coit Financial Group has an estimated valuation of $1,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Coit Financial Group was founded in 1972, making it 54 years old. The company has established itself as a significant player in its industry over this time.

Coit Financial Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Coit Financial Group

Nate Miles

Vice President of Asset Management

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