Silver Coast Investments LLC
● SEC registered since 2021CRD 167771SEC# 801-120024San Diego, CA
Reg. AUM
$401.6M
Employees
32
Accounts
1,078
Location
San Diego, CA
Silver Coast Investments LLC assets under management
Silver Coast Investments LLC is a registered investment adviser overseen by the SEC based in San Diego, CA. The firm has been registered since 2021. It reports $401.6 million in regulatory assets under management and employs 32 people.
Silver Coast Investments LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Wesley Hobson | Cco | 5-10% | 2022 |
| Drew Parson Phillips | Senior Cfo Advisor | 5-10% | 2023 |
| Janine Elaine Leveille | Chief Operations Officer | Under 5% | 2025 |
| Justin David Read | Senior Cfo Advisor | 5-10% | 2022 |
| Philip Gregory Maravilla | Senior Cfo Advisor | 5-10% | 2018 |
| Practicecfo LLP Control | Owner | Over 75% | 2018 |
| Wesley William Read Control | President | Under 5% | 2011 |
| Wesley William Read Control | Mangaing Member | 50-75% | 2018 |
Frequently asked questions
How much does Silver Coast Investments LLC manage?
Silver Coast Investments LLC reports $401.6 million in regulatory assets under management on its Form ADV.
How many employees does Silver Coast Investments LLC have?
Silver Coast Investments LLC reports 32 employees.
Where is Silver Coast Investments LLC located?
Silver Coast Investments LLC is based in San Diego, CA and has been SEC-registered since 2021.
Does Silver Coast Investments LLC disclose fund performance?
Silver Coast Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13400 Sabre Springs Parkway, Suite 255, San Diego, CA 92128 |
| Phone | 800-675-2712 |
| Fax | 858-477-8101 |
| Office hours | 8:00 a.m. - 6:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$401.6M▲ 2%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,306 advisers
EmployeesTop 17%
More than 83% of 16,824 advisers
Assets under management
$401.6Mregulatory AUM
Discretionary $401.6M