Third Coast Securities LLC
RIAState Registered
Total AUM
$5.4M
Discretionary
$1.5M
27% of AUM
Avg account
$155K
Accounts
35
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 307965
- Custodians
- CHARLES SCHWAB & CO., INC., ASCENSUS TRUST, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI53.67%
- Individuals46.33%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Third Coast Securities LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm manages portfolios for individuals, families and small businesses on a percentage-of-assets fee basis. Its advisory activity is concentrated on portfolio management rather than pension consulting or multi-state institutional mandates. The firm does not self-identify as an active ESG investor and is not classified as a capital allocator or a related adviser.
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
- Public Funds/Mutual Funds41%
- Exchange Traded Equities39%
- Investment Grade Corp Bonds12%
- Cash & Cash Equivalents8%
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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