COSTON, MCISAAC & SHEA FINANCIAL ADVISORS
Firm details
- Headquarters
- BAR HARBOR, Maine
- CRD number
- 194515
- Registered since
- May 26, 2015
- Website
- www.costonshea.com
- Custodians
- CHARLES SCHWAB & CO., INC., AXOS CLEARING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI57.78%
- Individuals42.22%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Coston, Mcisaac & Shea Financial Advisors is an independent, SEC-registered registered investment adviser (since 2015) operating as a corporation under individual ownership. The firm primarily serves individual and family clients and offers discretionary portfolio management for individuals and small businesses, along with selection of third‑party advisers. Its fee model combines asset-based fees and fixed fees. The firm identifies as a capital allocator but is not positioned as an active ESG investor, a pension consultant, nor 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 Equities75%
- Private Funds13%
- Cash & Cash Equivalents7%
- Public Funds/Mutual Funds3%
- US Government Bonds2%
Contacts
3 of 10RYAN WILLETTE
Financial PlannerCRD 5056955
PAUL COSTON
Investment Advisor & PartnerCRD 3132472
PATRICIA POTTLE
Investment AdvisorCRD 5253399
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 227Active vs passive
$155M in ETFs
50%
$76.8M
24%
$78M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $22.4M | 104,250 | 14.48% |
Location
BAR HARBOR, ME
HANCOCK
Location
BAR HARBOR, ME
Headquartered in BAR HARBOR, ME, in the Northeast of the United States.
- Region
- Northeast
- County
- HANCOCK
- Address
- 38 Rodick Streetsuite B
- Time zone
- ET (UTC-5)
- Office locations
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