GOLD COAST ADVISORS, LLC

Overview

Gold Coast Advisors, LLC is a single-office independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves a concentrated client base of individuals and families, offering financial planning and discretionary and non-discretionary portfolio management. Its advisory footprint includes direct portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection and oversight of third‑party managers. Gold Coast Advisors also operates as a registered representative of a broker‑dealer and as an insurance broker, giving it access to brokerage platforms and insurance solutions in support of client planning. Investment activity is oriented toward equities: the firm shows a clear preference for exchange‑traded securities as the primary vehicle for portfolio implementation. Fee arrangements are flexible — percentage of AUM, hourly charges and fixed fees are all used depending on client engagement. Gold Coast Advisors is not an active ESG investor and does not present itself as a multi‑state adviser; it positions itself as a compact, equity‑centric allocator that supplements direct equity exposures with externally managed strategies when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices