BAR HARBOR, MECRD 194515Latest ADV February 3, 2026
Coston, Mcisaac & Shea Financial Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Bar Harbor, ME. Its latest Form ADV filing, dated February 3, 2026, reports $467M in regulatory assets under management, 12 employees, 1 office, and 1,254 accounts.
Assets Under Management
$467M
Employees
12
Offices
1 office
Total Clients
1,254
Primary office
BAR HARBOR, ME
38 RODICK STREET-SUITE B, BAR HARBOR, ME, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.3% of total clients.
Top client categories% of clientsClients
1
Individuals
81.3%
1,019
2
HNWI
18.7%
235
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$467Mas of February 3, 2026
Discretionary100.0%
$467M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$467M
Total Accounts1,254
10Y AUM Change+$367M (+366.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee105:1
10Y Employee Change+5 (+71.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.