Coston, Mcisaac, And Partners Inc.
- Regulatory AUM
- $467M
- Discretionary
- $467M
- Clients
- 1,254
- Avg AUM / client
- $372K
- Accounts
- 1,254
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,019 | $197M | 42.2% |
| High net worth individuals | 235 | $270M | 57.8% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chester Gary Lloyd | Secretary Cco | Mar 2015 (11y) | 10% – 25% | |
| Paul Arnold Coston | Vice President | CFP | Mar 2015 (11y) | 10% – 25% |
| Andrew Robert Shea | President | CFP | Jul 2015 (11y) | 50% – 75% |
| Coston, Stephen, A. | Owner | Feb 2020 (7y) | 5% – 10% | |
| Maurice Joseph Mcisaac | Registered representative | Jun 2015 (11y) | ||
| Patricia A. Pottle | Registered representative | Aug 2015 (11y) | ||
| Ronald J Wrobel | Registered representative | Aug 2015 (11y) | ||
| Ryan Paul Willette | Registered representative | CFP | Mar 2021 (5y) | |
| Nicholas Norman Shaw | Registered representative | Jun 2022 (4y) | ||
| Matthew William Mc Eachern | Registered representative | Oct 2023 (3y) | ||
| Michael James Marino | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $292M (63% of AUM) May 2026
- Axos Clearing $154K (0% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗