Middle Coast Investing LLC

Overview

Middle Coast Investing LLC is a small, owner-operated investment advisory firm that delivers discretionary portfolio management to individual and family clients and small businesses. The firm charges fees based on a percentage of assets under management and focuses its allocations on publicly traded equities, using exchange-traded vehicles as its primary implementation tool. Middle Coast Investing is not flagged as an active ESG investor, is not a multi-state registered adviser, and is classified as an unclassified, individually owned advisory firm. With only nine client relationships under management, the firm appears structured for a high-touch, customized service model. Advisory activities listed on the filing emphasize portfolio management for individuals and small business owners, and the firm operates with full discretionary authority over its managed accounts.

Assets & Accounts

Public Holdings

Location & Offices