A complete list of active advisors currently associated with Gold Coast Capital Management, LLC

Warmer can help you find a great advisor at Gold Coast Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Gold Coast Capital Management, 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
Dragan Filipovic	Douglas, MI	4

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