RIA Intel›Advisers›Michigan›THIRD COAST SECURITIES LLC

THIRD COAST SECURITIES LLC

Advisory

MI

Data as of Jul 24, 2026 · Source: SEC Form ADV

Average account
$155K
across 35 accounts
AUM per adviser
$5M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 24, 2026.

Total AUM
$5M
Discretionary %
27.2%
Clients
23
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$5M
Discretionary AUM$1M
Non-Discretionary AUM$4M
Discretionary %27.2%
Total Clients23
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

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

CABOT ETF PARTNERS, LLC.
SOUTHFIELD, MI
$5M
BRIGMAN FINANCIAL GROUP, INC
$5M
TOWER RIDGE INVESTMENT MANAGEMENT LLC
$5M
STEPHENS CONSULTING, LLC
FLINT, MI
$5M
+27.9% 1Y
UNDERHILL INVESTMENTS, LLC
BERKLEY, MI
$6M
ZEPHYR INVESTMENT ADVISERS LLC
$5M

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