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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Coastwise Capital Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Coastwise Capital Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Coastwise Capital Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Coastwise Capital Group get paid?","answer":"Coastwise Capital Group is paid through a percentage of assets under management, hourly charges and performance-based fees. 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