Gold Coast Securities, Inc.

Overview

Gold Coast Securities, Inc. is an individually owned, SEC-registered corporate RIA that operates as a non-independent retail advisor to individuals and families. The firm combines advisory services with brokerage and insurance activities: it acts as a registered representative of a broker-dealer and operates as an insurance broker while offering financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and market-timing services. The firm bills using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and identifies itself as a capital allocator. Gold Coast does not position itself as an ESG investor and is not a multi-state or related adviser; it was SEC-registered in 2025. The firm lists a law firm among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives