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Middle Coast Investing LLC

Updated today

Client assets under management

$12,121,430

Clients

9

33% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

5

Very Low

Average account size

$1,346,826

About

Middle Coast Investing serves individual and high‑net‑worth clients with discretionary portfolio management and tailored advisory services. As of December 31, 2025 the firm reported $12,121,430 in discretionary assets and offers both strategic ETF allocation portfolios and actively managed individual‑equity accounts.

The firm uses two primary strategies: a strategic asset allocation ETF strategy described as a variation of an “all‑weather” portfolio that is reviewed quarterly, and an active, fundamental‑analysis equity strategy customized to client risk tolerance. Portfolios may include a broad set of instruments — including inverse and leveraged funds, ETFs, stocks and short‑term bonds — and the adviser seeks to rebalance or rotate holdings as conditions warrant.

Compared with peers, Middle Coast Investing discloses and advertises performance results, a practice that is uncommon among similar supported firms. The firm also requires clients to use its recommended custodian, authorizes custodial fee deduction (a limited form of custody), and provides regular account reviews (monthly for equity portfolios and quarterly for ETF portfolios) along with semiannual client meetings.

Client services

Portfolio management

Expertise

Passive / index investing Active portfolio management

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Fee options

Percentage

Maximum annual management fee is 1.00% annually, negotiable based on assets and other factors

Other

Minimum fee: Minimum annual fee of $100 per account

Main office location

Middle Coast Investing LLC

Ludington MI, United States

Number of offices

2

Most active in

Michigan · New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jonathan L

Series 65

Ludington, MI

Middle Coast Investing LLC

Jonathan Liss is the sole advisor at Middle Coast Investing LLC, an independent registered investment adviser based in Ludington, MI. He holds a Series 65 designation and has been contributing content at Seeking Alpha since 2015. Middle Coast Investing LLC provides discretionary portfolio management to individual and high-net-worth clients, managing approximately $12.1 million in assets. The firm employs both passive index-based ETF strategies and actively managed stock portfolios, with an emphasis on performance results and the inclusion of inverse and leveraged funds among its recommended investments.

Passive / index investing Active portfolio management
user avatar

Daniel S

Series 65

Ludington, MI

Middle Coast Investing LLC

Daniel Shvartsman is the sole advisor at Middle Coast Investing LLC, an independent registered investment adviser based in Ludington, MI. He holds a Series 65 designation and has two years of industry experience. His prior work includes roles at Investing.com and Shortman Studios, as well as eight years contributing to Seeking Alpha. Middle Coast Investing LLC manages approximately $12.1 million in client assets, serving individual and high-net-worth clients with discretionary portfolio management. The firm employs both passive, index-based ETF strategies and actively managed stock portfolios, incorporating inverse and leveraged funds as part of its investment approach.

Passive / index investing Active portfolio management
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