Islands East Advisors

RIASEC Registered

Total AUM

$3.1M

Discretionary

$3.1M

100% of AUM

Avg account

$85.8K

Accounts

36

Employees

1

Advisory reps

1

Firm details

Headquarters: Chester, Maryland
CRD number: 327578
Website: islandseast.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Islands East Advisors is an independent, owner-operated registered investment adviser organized as an LLC that works primarily with individual and family clients. The firm offers fee-based wealth management and planning services, blending percentage-of-AUM billing with hourly and fixed-fee engagements. Core advisory activities listed include financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. The firm does not identify as an active ESG investor and is not structured as a capital allocator or multi-state adviser in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Private Funds45%
Exchange Traded Equities20%
Cash & Cash Equivalents15%
Non-Investment Grade Corp Bonds13%
State & Local Bonds5%

Contacts

1 of 1

Kevin Caldwell
Founder & AdvisorCRD 7784021

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Chester, MD

Queen Annes

Location

Chester, MD

Headquartered in Chester, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Queen Annes
Address: 1563 Postal Rd
Time zone: ET (UTC-5)
Office locations

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