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, SEC-registered investment adviser formed as an LLC and serving individual and family clients. The firm offers financial planning and discretionary portfolio management for individuals and small businesses, and supplements client outreach with published newsletters and educational seminars. Its fee arrangements include a percentage-of-AUM charge, hourly fees, and the option for performance-based fees on certain engagements. Coastwise is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state 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 2
Scott Kyle
CEO & Chief Investment OfficerCRD 4896786
Brad Saenz
Chief Operations OfficerCRD 7309412
Contacts
2 of 2
Patrick 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 65Active vs passive
$70M in ETFs
88%
$61.9M
8%
$8.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $14.3M | 449,966 | 20.37% |
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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