C
CRD: 194515
Coston, Mcisaac & Shea Financial Advisors
$466.9M Total AUM
$466.9M Disc. AUM
16.0% 3Y CAGR
12 Employees
2,508 ADV. Clients
11 yrs Firm Age
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- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-26-2015
- Office Locations
- 1
Office Locations
38 Rodick Street-Suite B BAR Harbor ME
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.
Team overview
35 AVG AGE
$42.4M AVG AUM / ADVISOR
$186.2K AVG AUM / CLIENT
7.9 yrs AVG TENURE
12 Employees
11 Advisory Reps
10 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
ANDREW ROBERT SHEA
Financial Advisor, President
- CRD
- #3228499
- Ownership
- 50% but less than 75%
Available
Available
Available
P
PAUL ARNOLD COSTON JR
VICE PRESIDENT
- CRD
- #3132472
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 4 owners & executives
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M
Michael James Marino
Tax Consultant
- CRD
- #8003814
Available
Available
Available
M
Matthew William McEachern
Investment Advisor
- CRD
- #7684501
Available
Available
Available
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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