COASTWISE CAPITAL GROUP, LLC
Firm details
- Headquarters
- LA JOLLA, California
- CRD number
- 139564
- Registered since
- June 30, 2022
- Website
- www.coastwisegroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- Individuals60%
- HNWI40%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Coastwise Capital Group, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2022. The firm is owned by an individual and focuses on serving individual and family clients. Its advisory services center on financial planning and portfolio management for individuals and small businesses, supplemented by investor education through newsletters and seminars. Fee arrangements include a percentage of assets under management, hourly charges and the use of performance-based fees for certain engagements. The firm does not identify as an active ESG investor and is not presented as a multi-state or pension consultant 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
- Exchange Traded Equities90%
- Public Funds/Mutual Funds4%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
Owners & executives
2 of 2SCOTT KYLE
CEO & Chief Investment OfficerCRD 4896786
Brad Saenz
Chief Operations OfficerCRD 7309412
Contacts
2 of 2Patrick Fischer
Financial Advisor & Portfolio ManagerCRD 7289140
LAURIE ITKIN
Financial Advisor & Portfolio ManagerCRD 6143630
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$61.3M in ETFs
87%
$53.4M
9%
$7.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $13.7M | 447,314 | 22.39% |
Location
LA JOLLA, CA
SAN DIEGO
Location
LA JOLLA, CA
Headquartered in LA JOLLA, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 7777 Fay Ave
- Time zone
- PT (UTC-8)
- Office locations
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