ATLANTIC COAST FINANCIAL

Overview

Atlantic Coast Financial is an independent registered investment adviser focused on individuals and families, with an owner-operated structure and a practice centered on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees and hourly charges, indicating a combination of ongoing discretionary management and project-based planning work. Its public filings show a strong preference for equities — exchange-traded securities make up the bulk of client assets — supplemented by third‑party alternative managers and mutual funds where appropriate. Atlantic Coast Financial is not identified as an active ESG investor and appears to run a fairly concentrated retail advisory practice rather than serving large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices