PRACTICECFO INVESTMENTS

Legal name: SILVER COAST INVESTMENTS LLC

CRD 167771File 801-120024

APPROVED

Retail clients

Custody

Filing as of Mar 19, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$401.6M

Below cohort median (national)

Discretionary AUM

$401.6M

Clients

420

1,078 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Jan 4, 2021
Principal office: 13400 SABRE SPRINGS PARKWAY, SUITE 255, SAN DIEGO, CA, 92128
Phone: 800-675-2712
Website: https://www.practicecfo.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $401.6M
Discretionary AUM: $401.6M
Non-discretionary AUM: $0
Discretionary accounts: 1,078
Non-discretionary accounts: 0
Total accounts: 1,078
AUM per client: $956K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$8.8M
High net worth individuals	126	$156.1M
Pension and profit sharing plans	209	$223.3M
Individuals (other than high net worth individuals)	85	$13.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	35	32	decreased by3
Apr 1, 2026	Custody	No	Yes
Apr 1, 2026	Clients	1,052	420	decreased by632
Apr 1, 2026	AUM	$332,054,543	$401,606,316	increased by$69,551,773
Apr 1, 2026	Accounts	429	1,078	increased by649
May 1, 2025 vs Oct 1, 2022	Employees	6	35	increased by29
May 1, 2025 vs Oct 1, 2022	Clients	296	1,052	increased by756
May 1, 2025 vs Oct 1, 2022	AUM	$180,035,611	$332,054,543	increased by$152,018,932
May 1, 2025 vs Oct 1, 2022	Accounts	296	429	increased by133
Apr 1, 2022	Employees	9	6	decreased by3
Apr 1, 2022	Custody	Yes	No
Apr 1, 2022	Clients	136	296	increased by160
Apr 1, 2022	AUM	$115,493,494	$180,035,611	increased by$64,542,117
Apr 1, 2022	Accounts	141	296	increased by155
Nov 1, 2021	Employees	6	9	increased by3

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “PRACTICECFO INVESTMENTS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PRACTICECFO INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.