RIA Intel›Advisers›California›NORTH COAST ASSET MANAGEMENT, INC.

NORTH COAST ASSET MANAGEMENT, INC.

Advisory

WINDSOR, CA

Data as of Mar 3, 2026 · Source: SEC Form ADV

Rank in CA
#4,420
of 5,480 advisers by AUM
Average account
$883K
across 18 accounts
AUM per adviser
$8M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM
$16M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$16M
Discretionary AUM$16M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

PUTMAN CAPITAL MANAGEMENT, INC.
TORRANCE, CA
$16M
THINKPLANSAVE, LLC
$16M
FAVRILE FINANCIAL LLC
$16M
TRACTION WEALTH MANAGEMENT, LLC
$16M
HIGHGATE FINANCIAL PARTNERS LLC
WESTLAKE VILLAGE, CA
$16M
J. WARD FINANCIAL SERVICES, LLC
MORGAN HILL, CA
$16M

Get the full picture on NORTH COAST ASSET MANAGEMENT, INC.

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

Create a free account →See plans