Coastwise Capital Group provides financial planning, portfolio management for individuals and small businesses, publishing newsletters, educational seminars, estate planning, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
Coastwise Capital Group reports 167 clients. They include 100 individual clients and 67 high-net-worth individuals. Of its assets, 100.0% ($212M across 467 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 60% | 60% |
| High-net-worth individuals | 40% | 40% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 100 | $127M | 60.0% | $1.27M |
| High-net-worth individuals | 67 | $84.9M | 40.0% | $1.27M |
| Total | 167 | $212M | 100% | $1.27M |
- Clients
- 100
- Regulatory AUM
- $127M
- AUM share
- 60.0%
- Avg. per client
- $1.27M
- Clients
- 67
- Regulatory AUM
- $84.9M
- AUM share
- 40.0%
- Avg. per client
- $1.27M
Total
- Clients
- 167
- Regulatory AUM
- $212M
- AUM share
- 100%
- Avg. per client
- $1.27M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Coastwise Capital Group is paid through a percentage of assets under management, hourly charges and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Consulting
- Consulting is billed hourly or as a package rate, at a maximum of $250 an hour for Chief Investment Officer services, invoiced monthly.
- Financial Planning
- Planning is billed as a package rate with a minimum of $750 per project, paid in advance.
Scott Kyle owns 75% or more of Coastwise Capital Group. The leadership team of Coastwise Capital Group includes Chief Compliance Officer Scott Kyle. It has 4 employees, 3 of them in advisory roles.
Leadership
Scott KyleManaging Member/Chief Compliance Officer
Patrick FischerPartial Owner
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Coastwise Capital Group, LLC
Scott Kyle
Control person · since January 2006
- Owns 10% to 25% of Coastwise Capital Group, LLC
Patrick Fischer
since April 2022
Coastwise Capital Group’s regulatory assets grew 1.9× from $112M (June 2022) to $212M (March 2026); clients rose from 157 to 167 and employees fell from 5 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $212M | 167 | 4 | 1 |
| April 2025 | $184M | 194 | 4 | 1 |
| March 2024 | $164M | 155 | 5 | 1 |
| March 2023 | $116M | 195 | 5 | 1 |
| June 2022 | $112M | 157 | 5 | 1 |
Besides its headquarters, Coastwise Capital Group has 0 offices, with 1 listed address in California.
California · 1 listed address
- 7777 Fay Avenue, Suite G5, La JollaHQ
Contact and registration details
- Legal name
- Coastwise Capital Group, LLC
- Headquarters
- 7777 Fay Avenue, Suite G5, La Jolla, CA 92037
- Website
- coastwisegroup.com
- Phone
- 858-454-6670
- @coastwise-capital-group-llc
- SEC file
- 801-126023
- Founded
- 2006
- Structure
- California LLC
- Fiscal year end
- December
Coastwise Capital Group uses Charles Schwab ($212M) as custodian for its separately managed accounts. Coastwise Capital Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $212M100%
At year end, Coastwise Capital Group’s separately managed accounts were mostly in stocks (90%). Its reported 13F holdings for the quarter ended 30 June 2026 total $172M across 143 positions; the largest are Sch US Div Equity ETF (8.3%), Apple Inc. (5.4%) and S P D R Trust Unit SR (5.2%).
What the accounts hold
- Stocks90%
- Funds4%
- Bonds5%
- U.S. government and agency bonds2%
- Investment grade corporate bonds2%
- State and local bonds1%
- Cash1%
Reported 13F holdings
- $172M
- Reported 13F value
- 143
- Positions
- 43.4%
- In the 10 largest
- −4.5%
- Value vs. prior quarter
- Sch US Div Equity ETF · Equities8.3%
- Apple Inc. · Equities5.4%
- S P D R Trust Unit SR · Equities5.2%
- Alphabet Inc.. · Equities4.7%
- Amazon Com Inc. · Equities3.8%
- Lam Research Corporation · Equities3.8%
- Nvidia Corp. · Equities3.7%
- Microsoft Corp. · Equities3.4%
- Schw US Lcap Val ETF · Equities3.2%
- SPDR Portfolio S&P 600 · Equities1.8%
Together, the ten largest are 43.4% of reported value.
How many clients does Coastwise Capital Group have?
Coastwise Capital Group has 167 clients and manages $212 million for them, as of March 2026. They include 100 individual clients and 67 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026
What services does Coastwise Capital Group offer?
Coastwise Capital Group provides financial planning, portfolio management for individuals and small businesses, publishing newsletters, educational seminars, estate planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Coastwise Capital Group use?
Coastwise Capital Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $212M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026
How many financial advisors does Coastwise Capital Group have?
Coastwise Capital Group has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Coastwise Capital Group invest in?
At the end of its last fiscal year, Coastwise Capital Group’s separately managed accounts held 90% exchange-traded equities, 4% registered funds (mutual funds, ETFs, BDCs), 2% U.S. government and agency bonds, 2% investment grade corporate bonds, 1% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Coastwise Capital Group?
Coastwise Capital Group’s direct owners are Scott Kyle (75% or more) and Patrick Fischer (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 19 March 2026
How does Coastwise Capital Group get paid?
Coastwise Capital Group is paid through a percentage of assets under management, hourly charges and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Coastwise Capital Group registered with the SEC?
Yes, Coastwise Capital Group has been registered with the SEC as an investment adviser since 30 June 2022. Its CRD number is 139564 and its SEC file number is 801-126023.
Source: Form ADV Part 1A, Item 1, filed 19 March 2026; IAPD firm record
How do I contact Coastwise Capital Group?
Coastwise Capital Group’s main office is at 7777 Fay Avenue, Suite G5, La Jolla, CA 92037. Its phone number is 858-454-6670. Its website is coastwisegroup.com.