Coastwise Capital Group, LLC
● SEC registered since 2022CRD 139564SEC# 801-126023La Jolla, CA
Reg. AUM
$212.2M
Employees
4
Accounts
467
Location
La Jolla, CA
Coastwise Capital Group, LLC assets under management
Coastwise Capital Group, LLC is an SEC-registered investment adviser based in La Jolla, CA. The firm has been registered since 2022. It reports $212.2 million in regulatory assets under management and employs 4 people.
Coastwise Capital Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Patrick Burns Fischer | Partial Owner | 10-25% | 2022 |
| Scott Galen Kyle Control | Managing Member/Chief Compliance Officer | Over 75% | 2006 |
Frequently asked questions
How much does Coastwise Capital Group, LLC manage?
Coastwise Capital Group, LLC reports $212.2 million in regulatory assets under management on its Form ADV.
How many employees does Coastwise Capital Group, LLC have?
Coastwise Capital Group, LLC reports 4 employees.
Where is Coastwise Capital Group, LLC located?
Coastwise Capital Group, LLC is based in La Jolla, CA and has been SEC-registered since 2022.
Does Coastwise Capital Group, LLC disclose fund performance?
Coastwise Capital Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7777 Fay Avenue, Suite G5, La Jolla, CA 92037 |
| Phone | 858-454-6670 |
| Fax | 858-454-6695 |
| Office hours | 8:00a.m. To 4:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$212.2M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$212.2Mregulatory AUM
Discretionary $212.2M