Gold Coast Securities, Inc.

RIASEC RegisteredEst. 2025

Total AUM

$39.9M

Discretionary

$5.8M

15% of AUM

Avg account

$767K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Thousand Oaks, California
CRD number: 110925
Registered since: December 31, 2025
Website: www.gcsec.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI85.06%
Individuals14.94%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersMarket Timing Services

Firm profile

FINTRX

Overview

Gold Coast Securities, Inc. is an individually owned, SEC-registered corporate RIA that operates as a non-independent retail advisor to individuals and families. The firm combines advisory services with brokerage and insurance activities: it acts as a registered representative of a broker-dealer and operates as an insurance broker while offering financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and market-timing services. The firm bills using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and identifies itself as a capital allocator. Gold Coast does not position itself as an ESG investor and is not a multi-state or related adviser; it was SEC-registered in 2025. The firm lists a law firm among its industry affiliations.