Wealth Manager
    SEC Registered

    Coston, McIsaac & Shea Financial Advisors

    Registered investment advisor · Bar Harbor, Maine · CRD #194515

    Assets Under Management
    $467M
    Client Accounts
    1,254
    Employees
    12
    CRD Number
    194515
    Registration
    SEC Registered

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

    About Coston, McIsaac & Shea Financial Advisors

    Coston, McIsaac & Shea Financial Advisors is an independent investment advisory firm offering personalized financial planning, investment management, and insurance review services. Based in Bar Harbor, Maine, it has a team with over 100 years of combined experience.

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for Coston, McIsaac & Shea Financial Advisors

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Coston, McIsaac & Shea Financial Advisors's AUM?

    Coston, McIsaac & Shea Financial Advisors reports approximately $467M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Coston, McIsaac & Shea Financial Advisors headquartered?

    Coston, McIsaac & Shea Financial Advisors is headquartered in Bar Harbor, Maine.

    What is Coston, McIsaac & Shea Financial Advisors's CRD number?

    Coston, McIsaac & Shea Financial Advisors's CRD number is 194515. 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 Coston, McIsaac & Shea Financial Advisors manage?

    Coston, McIsaac & Shea Financial Advisors manages approximately 1,254 client accounts according to its latest SEC filing.

    Is Coston, McIsaac & Shea Financial Advisors SEC registered?

    Yes, Coston, McIsaac & Shea Financial Advisors is registered with the SEC as an investment adviser with an approved registration status.

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