Gold Coast Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gold Coast Capital Management, LLC provides discretionary asset management and negotiable fixed-fee financial planning to a small set of clients, primarily individuals, high net worth individuals, trusts, charitable organizations and estates. The firm manages about $7 million for roughly 15 clients and documents client goals, risk tolerances and investment objectives for customized portfolios.
GCCM generally applies a fundamental-analysis approach and manages portfolios under discretionary authority, conducting quarterly reviews and rebalancing as needed. The firm discloses the use of options trading and the availability of margin in client accounts and describes related risks (e.g., time sensitivity of options, margin calls), indicating active use of derivatives strategies within managed accounts.
Unlike most independent solo-advisor shops, GCCM explicitly addresses derivatives and options trading in its advisory program — a feature the firm notes in risk disclosures that is uncommon among peers. The managing member is a CFA charterholder who also works as a Finance Director at Optum (about 80% of his time), a background and outside-business profile the brochure highlights alongside the firm’s small, closely managed client roster.
Client services
Expertise
Fee options
Negotiable fixed fee of $300 for financial planning
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,000 - $10,000,000: 1.00% $10,000,000 - $30,000,000: 0.75% Over $30,000,000+: 0.50%
Main office
Douglas MI
Advisors at this office
1
Most active in
Michigan
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.
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