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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-08-2002
- Office Locations
- 2
Office Locations
About North Coast Asset Management, Inc.
North Coast Asset Management is a wealth management firm serving individual investors and partners via managed account solutions and customized investment management. The team uses data intelligence in proprietary models that adapt to market changes daily, with approaches spanning equities, income, and hedged equity/option overlays, plus access to institutional-caliber private investments. Reported SMA implementation is ETF-based and custody includes Schwab.
Team overview
Insights
Asset Classes
CRM
Services
Owner & Executives
JAMES RAY BUCHEISTER
President
- CRD
- #4721224
- Ownership
- 50% but less than 75%
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BRANDON RAY BUCHEISTER
President
- CRD
- #7046205
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,887,164 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,887,164 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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