Bruce Costa is a control person of SGL Investment Advisors and directly owns under 5% of it. Bruce Costa holds a B.S. in Industrial Engineering/Operations from the University of Massachusetts, Amherst and a Ph.D. in Business Administration (emphasis in Finance) from Florida State University.
SGL Investment Advisors is an investment adviser based in Missoula, MT, registered with the SEC since 2014. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $440 million, as filed on 25 September 2026. Its fees, ownership and offices are on the firm’s profile.
Bruce A. Costa is a Board Member of SG Long Financial. He is a Professor of Finance at the University of Montana, Missoula, and has taught courses in corporate finance and personal finance at the graduate and undergraduate level for the past 14 years. Costa is also Past Chair of the University of Montana Department of Accounting and Finance, and his research focuses on the risk-adjusted returns of actively managed portfolios.
- CRD
- 6348002
- Firm
- SGL Investment Advisors · CRD 145167
- Role
- Director
- In role since
- June 2014 · 12 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Missoula, MT
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sglongfinancial.com
Where does Bruce Costa work?
Bruce Costa has been Director of SGL Investment Advisors, Inc. since June 2014, and is a control person of the firm.
How can I verify Bruce Costa’s record?
Bruce Costa’s role is listed on SGL Investment Advisors, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 145167.
