Coastwise Capital Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Coastwise Capital Group is an SEC‑registered investment adviser that provides discretionary portfolio management, financial planning, and consulting to individuals, trusts, estates, corporations, and other institutional clients. The firm manages separate accounts across a broad range of asset types and, per its Form ADV, oversees roughly $212 million in client assets while serving both non‑HNW and high‑net‑worth households.
Investment decisions are guided by client objectives and risk profiles and may employ fundamental and technical analysis across equities, fixed income, options, futures, private placements and, when appropriate, digital assets and derivative strategies. The firm offers standalone planning and consulting engagements and discloses that certain qualified accounts may be subject to performance‑based fee arrangements (with specified qualifying thresholds), while it also distributes periodic newsletters and may conduct speaking engagements or workshops.
Noteworthy aspects that differentiate Coastwise from many peers include the explicit availability of performance‑based fees for qualified clients, the stated inclusion of digital assets among investable instruments, and the firm’s practice of publishing periodicals and offering educational events. The brochure also discloses formal referral/solicitor arrangements and tiered referral payments; the firm cites its Code of Ethics and supervisory reviews as measures to address the attendant conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.50% $500,001 - $1,500,000: 1.25% $1,500,001 - $3,000,000: 1.00% $3,000,001+: Negotiable
Up to $250 per hour for consulting services
Up to 20% annual performance fee for qualified clients with minimum $1,100,000 invested or $2,200,000 net worth
Fee-only: 1.50% to 1.00% annual asset-based fees on managed assets; hourly fees for consulting up to $250/hour; financial planning package fees minimum $750 per project
Main office
7777 Fay Avenue, Suite G5
La Jolla CA 92037
Advisors at this office
4
Most active in
California · Louisiana · Texas
Also doing business as
Coastwise Capital Group, LLC · Kyle Asset Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Laurie I
Series 65
La Jolla, CA
Coastwise Capital Group, LLC
Laurie Itkin is a financial advisor at Coastwise Capital Group, LLC with 13 years of industry experience. She holds a Series 65 designation and is the founder of two non-investment-related ventures, The Options Lady, focused on education, and Rouge Government and Public Affairs, specializing in public affairs, both based in San Diego. Coastwise Capital Group advises individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management alongside financial planning and consulting, utilizing a range of investment instruments guided by clients’ objectives and risk profiles.
Scott K
Series 65
La Jolla, CA
Coastwise Capital Group, LLC
Scott Kyle is a financial advisor at Coastwise Capital Group, LLC in La Jolla, CA, holding a Series 65 designation with 19 years of industry experience. He has been with Coastwise Capital Group since 2006. Coastwise Capital Group provides discretionary portfolio management, financial planning, and consulting services to individuals, corporations, trusts, estates, and charitable organizations. The firm manages approximately $184 million in assets and employs both fundamental and technical analysis across a broad range of investment instruments.
Patrick F
Series 65
La Jolla, CA
Coastwise Capital Group, LLC
Patrick Fischer is a financial advisor at Coastwise Capital Group, LLC with six years of industry experience. He holds a Series 65 designation and has worked at firms including Fingage and Blume Global. In addition to his advisory role, Fischer serves as a business setup consultant for Womply, a technology company supporting small businesses. Coastwise Capital Group is an SEC-registered investment adviser that provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, corporations, and institutional clients. The firm manages a diverse range of asset types and offers investment approaches that include fundamental and technical analysis, as well as access to digital assets and derivative strategies.
Brad S
Series 63, Series 65
La Jolla, CA
Coastwise Capital Group, LLC
Brad Saenz is a financial advisor at Coastwise Capital Group, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Coastedge Partners LLC. Coastwise Capital Group is an SEC-registered investment adviser that provides discretionary portfolio management, financial planning, and consulting to individuals, trusts, estates, corporations, and institutional clients. The firm manages a diverse range of asset types, including digital assets, and offers services to both non-high-net-worth and high-net-worth households.
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