THIRD COAST SECURITIES LLC

Overview

Third Coast Securities LLC is a small, privately owned limited liability company that provides fee-based portfolio management primarily to individuals, families and small businesses. The firm charges a percentage-of-AUM advisory fee and describes its core advisory activity as portfolio management for individual and small business clients. Ownership is listed as an individual owner; the adviser is not identified as a multi-state adviser, pension consultant, capital allocator or related adviser, and it does not report active ESG investing activity. Registration details in the source snapshot do not include a clear SEC registration year. The firm's regulatory classification is recorded as unclassified.

Assets & Accounts

Investments & Alternatives