Investment adviser · CRD 194515
COSTON, MCISAAC & SHEA FINANCIAL ADVISORS
Investment adviser filing (IA)
COSTON, MCISAAC, AND PARTNERS INC.
BAR HARBOR, ME, United States · Form ADV filed May 21, 2026
- Regulatory AUM
- $467M Form ADV · Item 5.F
- Client accounts
- 1,254 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 235 | $269,796,769 | 57.8% |
| Individuals | 1,019 | $197,122,829 | 42.2% |
Filing source
Form ADV 2107455 · May 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 21, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
38 RODICK STREET-SUITE BBAR HARBOR, ME, 04609-1806, United States
CRD 194515
Filing source
Form ADV 2107455 · May 21, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.