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- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-26-2015
- Office Locations
- 1
Office Locations
About Coston, Mcisaac & Shea Financial Advisors
Coston, Mcisaac & Shea Financial Advisors is a BAR Harbor-based RIA. The firm has been operating for 11 years. Managing $466.9M in total assets under management, with 11 advisory representatives. They custody assets with Axos and Charles Schwab & Company.
Reported data analysis
What the numbers show
Between June 23, 2025 and May 21, 2026, reported AUM increased 15.1%, from $405.7M to $466.9M.
Across 5 reported observations, AUM increased 72.4% between September 2, 2022 and May 21, 2026, from $270.8M to $466.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 11 advisory representatives and 2,508 clients, or 228 clients per representative. That equates to $186.2K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on May 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Coston, Mcisaac & Shea Financial Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANDREW ROBERT SHEA
Financial Advisor, President
- CRD
- #3228499
- Ownership
- 50% but less than 75%
PAUL ARNOLD COSTON JR
VICE PRESIDENT
- CRD
- #3132472
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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Michael James Marino
Tax Consultant
- CRD
- #8003814
Matthew William McEachern
Investment Advisor
- CRD
- #7684501
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $466,919,598 | $372,344 |
| Non-Discretionary | $0 | -- |
| Total | $466,919,598 | $372,344 |
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Separately Managed Accounts
SMA allocation detail is available
Coston, Mcisaac & Shea Financial Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Coston, Mcisaac & Shea Financial Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.