# Coston, McIsaac & Shea Financial Advisors

> Coston, McIsaac & Shea Financial Advisors is an SEC-registered investment advisory firm in Bar Harbor, ME, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 21, 2026.

- CRD: 194515
- Filed as: COSTON, MCISAAC & SHEA FINANCIAL ADVISORS
- Legal name: Coston, McIsaac, and Partners Inc.
- Also doing business as: COSTON, MCISAAC & SHEA FINANCIAL ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bar Harbor, ME
- Filing period: October 2026
- Form ADV filing dated: May 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/194515
- AdvisorCensus page: https://advisorcensus.com/firm/coston-mcisaac-and-shea-financial-advisors-bar-harbor-me-194515

## Quick answers

**How is Coston, McIsaac & Shea Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Coston, McIsaac & Shea Financial Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Coston, McIsaac & Shea Financial Advisors located?**
Coston, McIsaac & Shea Financial Advisors' principal office is in Bar Harbor, ME, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Coston, McIsaac & Shea Financial Advisors registered with the SEC or a state?**
Coston, McIsaac & Shea Financial Advisors is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 194515.

**How much does Coston, McIsaac & Shea Financial Advisors manage?**
Coston, McIsaac & Shea Financial Advisors reports $466,919,598 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (100% discretionary).

**How have Coston, McIsaac & Shea Financial Advisors' assets and staff changed since 2021?**
In the Form ADV data for Coston, McIsaac & Shea Financial Advisors: Regulatory assets under management: $190,101,611 in the October 2021 data and $466,919,598 in the October 2026 data, up 146%. Total employees: 7 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Coston, McIsaac & Shea Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,019); high net worth individuals (235).

**Which custodians does Coston, McIsaac & Shea Financial Advisors use?**
Coston, McIsaac & Shea Financial Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Clearing LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Coston, McIsaac & Shea Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/194515

**What changed in Coston, McIsaac & Shea Financial Advisors' recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Axos Clearing LLC
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $466,919,598
- Discretionary: $466,919,598
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,019 | $197,122,829 |
| High net worth individuals | 235 | $269,796,769 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2015 (11 years)
- Employees: 12 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, ME
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Ellsworth, ME

### Websites listed on Form ADV (Item 1.I)
- costonshea.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $190,101,611 | 7 | February 23, 2021 |
| October 2022 | $270,807,048 | 9 | September 2, 2022 |
| October 2023 | $292,006,042 | 10 | September 21, 2023 |
| October 2024 | $343,764,434 | 10 | July 30, 2024 |
| October 2025 | $405,676,340 | 10 | June 23, 2025 |
| October 2026 | $466,919,598 | 12 | May 21, 2026 |

Regulatory assets under management: $190,101,611 in the October 2021 data and $466,919,598 in the October 2026 data, up 146%.
Total employees: 7 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Employees performing advisory functions went from 9 to 11.
- Regulatory assets under management went from $405,676,340 to $466,919,598 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coston, McIsaac & Shea Financial Advisors (CRD 194515): Form ADV filing data as of October 2026.