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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Delta insightQuantum atlas +more
- Established Date
- 08-25-2023
- Office Locations
- 1
Office Locations
About Islands East Advisors
Islands East Advisors is a Kent Island, MD-based wealth manager providing financial planning and investment management for small business owners, liveaboard cruisers, and other professional households. The firm supports tax-aware planning, insurance and retirement plan strategy, and can manage assets remotely for cruising lifestyles. For employer plans, it offers complimentary 401(k) fee reviews and partners with ADP or Guideline to build lower-cost plans.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Kevin Caldwell
Chief Compliance Officer, FOUNDER, Owner, Principal
- CRD
- #7784021
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,087,215 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,087,215 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,087,215
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $255,324,574 | 8.5% |
| Equity - Exchange | $525,668,240 | 17.5% |
| Cash | $297,378,033 | 9.9% |
| Corporate - Non-Investment Grade | $285,362,759 | 9.5% |
| Municipal Bonds | $165,210,018 | 5.5% |
| Corporate - Investment Grade | $591,752,247 | 19.7% |
| Public Funds | $555,706,425 | 18.5% |
| U.S. Government/Agency | $327,416,217 | 10.9% |
| Total | $3,003,818,513 | 100.0% |