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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-08-2023
- Office Locations
- 1
Office Locations
About Middle Coast Investing LLC
Middle Coast Investing is an independent RIA providing tailored portfolio construction and long-term investing guidance for retail clients, including entrepreneurs. The firm emphasizes classic investing strategies suited to modern markets, with portfolios primarily implemented using ETFs and diversified public-market exposure. Custodied at Charles Schwab, it publishes quarterly investor letters and market commentary (blog/YouTube).
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Owner & Executives
DANIEL A SHVARTSMAN
Chief Compliance Officer, Managing Member
- CRD
- #7820995
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JONATHAN ARYEH LISS
--
- CRD
- #8183363
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,121,430 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,121,430 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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