Wealth Manager
    Manages Private Funds

    Atlantic Coast Financial

    Registered investment advisor · Kennebunk, Maine · CRD #311085

    Assets Under Management
    $60M
    Client Accounts
    376
    Employees
    2
    CRD Number
    311085
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Atlantic Coast Financial

    Atlantic Coast Financial is a registered investment advisory firm headquartered in Kennebunk, Maine, managing approximately $60M in regulatory assets across 376 client accounts. The firm's full regulatory record is filed with the SEC under CRD #311085.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Atlantic Coast Financial's AUM?

    Atlantic Coast Financial reports approximately $60M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Atlantic Coast Financial headquartered?

    Atlantic Coast Financial is headquartered in Kennebunk, Maine.

    What is Atlantic Coast Financial's CRD number?

    Atlantic Coast Financial's CRD number is 311085. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Atlantic Coast Financial manage?

    Atlantic Coast Financial manages approximately 376 client accounts according to its latest SEC filing.

    Is Atlantic Coast Financial SEC registered?

    Atlantic Coast Financial is registered as a STATE investment adviser.

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