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Coastwise Capital Group, LLC (La Jolla)


Coastwise Capital Group, LLC is an adviser based in La Jolla. It manages $36.93 million of regulatory assets for 199 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.

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Coastwise Capital Group provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, publication of newsletters, educational seminars and workshops, and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Coastwise Capital Group: assets under management

The assets under management (AUM) of Coastwise Capital Group, LLC is $36.93 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $36.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $185.58 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Coastwise Capital Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in La Jolla

The principal office where Coastwise Capital Group, LLC performs its advisory services is located at 888 Prospect Street, La Jolla, CA 92037, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-454-6670 or by fax 858-454-6695. The normal business hours are 8:00am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.coastwisegroup.com.


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