Coastwise Capital Group, LLC
Coastwise Capital Group, LLC is an award-winning independent money management firm headquartered in La Jolla, California. Founded in 2010, the firm offers comprehensive investment management, financial planning, and alternative asset advisory services to affluent individuals, families, and institutional investors. Coastwise is known for its personalized approach, integrating financial planning to create custom portfolios that address all aspects of clients’ financial lives, with particular expertise in stock options and sophisticated trading strategies. The firm employs a small, specialized team of 4-5 professionals and serves a client base predominantly comprising high net worth individuals.
Investment Strategy
Coastwise Capital Group leverages a comprehensive, financial planning-led approach to investment management, designing portfolios tailored to each client’s unique needs and life goals. Their strategy integrates asset allocation, security selection, and portfolio management informed by broad financial planning — including estate, tax, retirement, and risk management. Coastwise is distinguished by its expertise in stock options and sophisticated trading techniques, with the aim of protecting and growing the financial assets of individuals, families, and select institutions. The firm also advises on and facilitates alternative and non-traditional assets that complement traditional client portfolios.
Top Holdings
Equity Positions (131)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHD | SCHWAB STRATEGIC TR | 8.33% | $11.8M | 433,509 | $25.84 | $27.30 | +$914.9K |
A AAPL | APPLE INC | 5.88% | $8.4M | 32,811 | $170.20 | $254.63 | +$1.7M |
S SPY | SPDR S&P 500 ETF TR | 5.47% | $7.8M | 11,667 | $496.59 | $666.18 | +$1.6M |
N NVDA | NVIDIA CORPORATION | 4.19% | $6.0M | 31,909 | $31.27 | $186.58 | +$703.4K |
M MSFT | MICROSOFT CORP | 4.03% | $5.7M | 11,058 | $335.03 | $517.95 | +$268.2K |