COSTON AND MCISAAC INVESTMENT ADVISERS, LLC

Overview

Coston And Mcisaac Investment Advisers, LLC is organized as a limited liability company and is classified in filings as an unclassified, owner-managed advisory. Public records list it as an Other Investment Adviser, but there is minimal disclosure about active advisory programs or target client segments. The firm is marked as not being a capital allocator and is not identified as an active ESG investor. Its declared fee model is categorized as "Other," which typically indicates non‑standard or negotiated fee arrangements rather than a simple AUM-based schedule. The registration does not show multi-state adviser status, and the year of SEC registration is not provided in available records. Given the sparse disclosure of advisory activities and the lack of reported assets, the firm appears to be either dormant from a reporting standpoint, focused on a narrowly defined client base that does not require public AUM reporting, or operating in a supporting/administrative role rather than running a broad discretionary asset management platform.

Assets & Accounts

Location & Offices