A complete list of active advisors currently associated with Third Coast Securities LLC
Warmer can help you find a great advisor at Third Coast Securities LLC or one who fits your needs even better.
Third Coast Securities is a small, fee-only registered investment adviser that provides ongoing portfolio management to individuals and high-net-worth clients, as well as trusts, estates, small businesses, charitable organizations and municipalities. The firm is a solo-practitioner practice owned and operated by Todd Muha and reported approximately $5,435,000 in assets across 37 discretionary and non-discretionary accounts for about 23 clients as of December 31, 2025. The adviser delivers individualized investment management using fundamental analysis and constructs diversified portfolios tailored to each client’s risk tolerance and time horizon; it documents investment objectives through risk assessments or investment policy statements and generally reviews portfolios at least quarterly. Third Coast Securities offers both non-discretionary and limited discretionary arrangements and the brochure describes a mix of discretionary and client-directed accounts, reflecting a notable emphasis on client‑directed (non‑discretionary) management in its practice model. Compared with many independent peers, the firm is distinctive for its small scale and for disclosing past regulatory‑related events: the brochure notes a 2019 criminal charge that was later dismissed, the adviser’s subsequent discharge from a prior firm, and a FINRA review that was closed; it also reports a recent material change that the principal is no longer insurance licensed (having not accepted insurance commissions historically). The firm affirms a fee‑only, fiduciary approach and states it does not recommend wrap programs or accept performance‑based compensation.
To learn more about the advisors currently working at Third Coast Securities 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 |
|---|---|---|
Traverse City, MI
| 37
|
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