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- Custodian
- Capital Group · Charles Schwab & Company · Citibank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-10-2006
- Office Locations
- 2
Office Locations
About Coastwise Capital Group, LLC
Coastwise Capital Group is an independent money management firm providing financial planning-led portfolio management for affluent individuals, families, and institutions. The team builds customized portfolios, with planning work spanning estate considerations, taxes, risk management, retirement and charitable goals to guide asset allocation and security selection. They also publish education for investors, including a book focused on trading stocks and options, and highlight repeated Five Star Wealth Manager recognition.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SCOTT GALEN KYLE
Chief Compliance Officer, Managing Member
- CRD
- #4896786
- Ownership
- 75% or more
Patrick Burns Fischer
Director
- CRD
- #7289140
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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LAURIE RACHEL ITKIN
Financial Advisor, General Partner
- CRD
- #6143630
Brad Charles Saenz
Financial Advisor
- CRD
- #7309412
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $212,200,773 | $454,391 |
| Non-Discretionary | $0 | -- |
| Total | $212,200,773 | $454,391 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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