Middle Coast Investing LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Maximum annual management fee is 1.00% annually, negotiable based on assets and other factors
Minimum fee: Minimum annual fee of $100 per account
Main office
Ludington MI
Advisors at this office
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
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.
Forms ADV
Quick links
Advisors at this firm
Jonathan L
Series 65
Ludington, MI
Middle Coast Investing LLC
Jonathan Liss is a financial advisor with Middle Coast Investing LLC holding a Series 65 designation. He has five years of experience as a contributor at Seeking Alpha. Middle Coast Investing serves individual and high-net-worth clients by offering discretionary portfolio management and tailored advisory services. The firm employs strategic ETF allocation and active equity strategies, managing a diverse range of instruments with regular portfolio reviews and client meetings.
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.
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