{
  "crd_number": 109730,
  "slug": "coston-and-mcisaac-investment-advisers-llc-bar-harbor-me-109730",
  "primary_business_name": "COSTON AND MCISAAC INVESTMENT ADVISERS, LLC",
  "legal_name": "COSTON AND MCISAAC INVESTMENT ADVISERS, LLC",
  "dbas": [],
  "city": "Bar Harbor",
  "state": "ME",
  "country": "United States",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2018-02-15",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-01-14",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "other"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "ME"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109730",
  "disclosure_items": [
    {
      "item": "11.D(1)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?"
    }
  ],
  "city_as_filed": "BAR HARBOR",
  "url": "https://advisorcensus.com/firm/coston-and-mcisaac-investment-advisers-llc-bar-harbor-me-109730",
  "display_name": "Coston and McIsaac Investment Advisers, LLC",
  "summary": "Coston and McIsaac Investment Advisers, LLC is a state-registered investment advisory firm in Bar Harbor, ME, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated January 14, 2026.",
  "citation": "AdvisorCensus. Coston and McIsaac Investment Advisers, LLC (CRD 109730): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Coston and McIsaac Investment Advisers, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Coston and McIsaac Investment Advisers, LLC reports these compensation arrangements: other."
    },
    {
      "q": "Where is Coston and McIsaac Investment Advisers, LLC located?",
      "a": "Coston and McIsaac Investment Advisers, LLC's principal office is in Bar Harbor, ME, according to its Form ADV."
    },
    {
      "q": "Is Coston and McIsaac Investment Advisers, LLC registered with the SEC or a state?",
      "a": "Coston and McIsaac Investment Advisers, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 109730."
    },
    {
      "q": "Does Coston and McIsaac Investment Advisers, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/109730"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/coston-and-mcisaac-investment-advisers-llc-bar-harbor-me-109730.md",
  "clients": [],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109730",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
