WEST COAST CAPITAL MANAGEMENT, LLC

Overview

West Coast Capital Management, LLC is an independent registered investment adviser that focuses on providing financial planning and portfolio management for individuals and small businesses. The firm operates as a capital allocator and frequently uses third‑party managers, indicating a blended approach of discretionary portfolio management and curated external fund selection. Service offerings include financial planning, portfolio management, selection of other advisers, and educational seminars and workshops. The firm charges on a percentage of assets under management basis and supplements that with hourly and fixed fees for specific services. West Coast Capital Management is not an active ESG investor and maintains an affiliation with an insurance company, which can play a role in the firm’s insurance-product sourcing and wealth solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices