RIA Intel›Advisers›Michigan›MIDDLE COAST INVESTING LLC

MIDDLE COAST INVESTING LLC

Advisory

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$1M

across 9 accounts

AUM per adviser

$6M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

9 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

INTI LLC

$12M

GLOBAL PORTFOLIO SERVICES LLC

$12M

KB WEALTH MANAGEMENT, LLC

BLOOMFIELD HILLS, MI

$12M

THE FINANCIAL PLANNING COMPANY LLC

$12M

OLIVE TREE ASSET MANAGEMENT, LLC

$13M

ISADORE PRIVATE WEALTH, LLC

TRAVERSE CITY, MI

$12M

Get the full picture on MIDDLE COAST INVESTING LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MIDDLE COAST INVESTING LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans