A complete list of active advisors currently associated with Coastwise Capital Group, LLC
Warmer can help you find a great advisor at Coastwise Capital Group, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Coastwise Capital Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
La Jolla, CA
| 5
| |
La Jolla, CA
| 13
| |
La Jolla, CA
| 19
| |
La Jolla, CA
| 5
|
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