THIRD COAST SECURITIES LLC

THIRD COAST SECURITIES LLC of TRAVERSE CITY, MI is an SEC-registered investment adviser (CRD 307965). Regulatory assets under management: $5.4M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 307965
• Type: Registered investment adviser
• Location: 12935 S WEST BAY SHORE DR, TRAVERSE CITY, MI, 49684
• Phone: 231-463-4090
• Latest filing: 2026-07-24
• Regulatory AUM: $5.4M
• Discretionary AUM: $1.5M
• Non-discretionary AUM: $4.0M
• Clients: 1
• Accounts: 35

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307965 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search