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COSTON, MCISAAC & SHEA FINANCIAL ADVISORS
Legal name: COSTON, MCISAAC, AND PARTNERS INC.
CRD 194515File 801-96330
APPROVED
Retail clients
Filing as of May 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$466.9M
Above cohort median (national)
Discretionary AUM
$466.9M
Clients
1,254
1,254 accounts
Employees
12
Above cohort median in ME
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 26, 2015
- Principal office
- 38 RODICK STREET-SUITE B, BAR HARBOR, ME, 04609-1806
- Phone
- 207-288-4747
- Website
- HTTP://WWW.COSTONSHEA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $466.9M
- Discretionary AUM
- $466.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,254
- Non-discretionary accounts
- 0
- Total accounts
- 1,254
- AUM per client
- $372K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 235 | $269.8M |
| Individuals (other than high net worth individuals) | 1,019 | $197.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.