NO COAST FINANCIAL GROUP

Overview

NO Coast Financial Group is a small, independently owned registered investment adviser that serves individuals and families. The firm runs a client-focused advisory practice centered on financial planning and discretionary portfolio management, and it also provides financial education through seminars and workshops. Investment activity is concentrated in pooled public vehicles—primarily mutual funds and other public funds—with an expressed commitment to environmental, social and governance (ESG) considerations as part of its selection process. The firm reports a fee model that mixes asset-based fees with hourly and fixed-fee engagements, which supports both ongoing portfolio management relationships and one-off planning projects. Discretionary management is the core of the business: the adviser manages client assets on a hands-on basis and structures portfolios to match individual goals and risk profiles. Given the firm’s size and client base, portfolio construction is likely to emphasize diversified, liquid fund vehicles that provide broad market exposure without heavy reliance on complex or proprietary strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices