North Coast Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
North Coast Asset Management provides investment advisory and portfolio management services to individual and high‑net‑worth clients. The firm operates with two advisors and manages a small client base of roughly 21 accounts, focusing on individualized account relationships.
The firm delivers ongoing portfolio management and account reviews, and it may exercise investment discretion for clients who grant it authority. Its Form ADV lists its methods and review practices in the advisory business and account review sections (Items 4 and 13).
A noteworthy feature is the firm’s affiliation with an accounting firm, which the brochure discloses in Item 10; such an affiliation is uncommon among similar supported firms. This connection means the firm may coordinate or refer clients for accounting and tax services, a practice that its ADV highlights and that may present referral arrangements to consider.
Client services
Main office
See office9051 Conde Lane
Windsor CA 95492
Advisors at this office
1
Offices (2)
Most active in
California
Also doing business as
Ncam Wealth Advisors · North Coast Asset Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Advisors at this firm
James B
Series 65
Windsor, CA
North Coast Asset Management, Inc.
James Bucheister is a Series 65-licensed advisor with North Coast Asset Management, Inc. in Windsor, CA, where he has worked since 2002. He has 23 years of industry experience and is also a certified public accountant (CPA). North Coast Asset Management provides investment advisory and portfolio management services to individual and high-net-worth clients, focusing on personalized account relationships. The firm’s affiliation with an accounting firm allows coordination or referral for accounting and tax services.
Brandon B
Series 65
Windsor, CA
North Coast Asset Management, Inc.
Brandon Bucheister is a financial advisor at North Coast Asset Management, Inc. with seven years of industry experience. He has held his current role since 2018 and previously worked at CalFIRE from 2014 to 2018. He holds a Series 65 designation. North Coast Asset Management provides investment advisory and portfolio management services to individual and high-net-worth clients, managing a small client base with a focus on individualized account relationships. The firm is affiliated with an accounting firm, enabling coordination or referrals for accounting and tax services.
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