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 registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and offers a mix of fee arrangements, including a percentage-of-AUM fee, hourly charges, and fixed-fee engagements. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars or workshops. Islands East does not position itself as a capital allocator, is not an active ESG investor, and operates without a multi‑state advisory footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 45%, Exchange Traded Equities 20%, Cash & Cash Equivalents 15%, Non-Investment Grade Corp Bonds 13%, State & Local Bonds 4%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Public Funds/Mutual Funds 1%45%
  • Private Funds45%
  • Exchange Traded Equities20%
  • Cash & Cash Equivalents15%
  • Non-Investment Grade Corp Bonds13%
  • State & Local Bonds4%

Contacts

1 of 1
  • Kevin Caldwell

    Kevin Caldwell

    Founder & AdvisorCRD 7784021

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth