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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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).
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 9 clients, or 4.5 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on March 31, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Middle Coast Investing LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Middle Coast Investing LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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