Middle Coast Investing LLC
RIAState Registered
Total AUM
$12.1M
Discretionary
$12.1M
100% of AUM
Avg account
$1.3M
Accounts
9
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 328569
- Website
- middlecoastinvesting.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.26%
- Individuals10.74%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Middle Coast Investing LLC is an owner-operated, independent registered investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm operates on a percentage-of-assets fee model and serves a private-client roster of individuals and families rather than institutional sponsors or pensions. Investment activity centers on publicly traded equities; the firm does not characterize itself as an active ESG investor and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- Cash & Cash Equivalents9%
- Public Funds/Mutual Funds8%
- Investment Grade Corp Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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