SOUTHCOAST ADVISORY GROUP, INC

Overview

Southcoast Advisory Group, Inc. is a small, individually owned corporate RIA that positions itself as a fee-based portfolio manager for individuals and small businesses. The firm charges a percentage of assets under management and appears to run a traditional wealth-management model: core allocations via mutual funds and insurance/annuity products, with selective use of alternative exposures such as private placements and real estate. The adviser does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not act as a pension consultant or capital allocator. Industry relationships with an insurance company and a real estate broker suggest the firm sources insurance solutions and property-related opportunities through affiliated channels.

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Location & Offices