# Gold Coast Advisors, LLC

> Gold Coast Advisors, LLC is a state-registered investment advisory firm in Port Washington, NY, registered since 2005, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 124217
- Filed as: GOLD COAST ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Port Washington, NY
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/124217
- AdvisorCensus page: https://advisorcensus.com/firm/gold-coast-advisors-llc-port-washington-ny-124217

## Quick answers

**How is Gold Coast Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Gold Coast Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Gold Coast Advisors, LLC located?**
Gold Coast Advisors, LLC's principal office is in Port Washington, NY, according to its Form ADV.

**Is Gold Coast Advisors, LLC registered with the SEC or a state?**
Gold Coast Advisors, LLC is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 124217.

**How much does Gold Coast Advisors, LLC manage?**
Gold Coast Advisors, LLC reports $12,162,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (42% discretionary).

**What types of clients does Gold Coast Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10).

**Does Gold Coast Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/124217

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $12,162,000
- Discretionary: $5,164,000
- Non-discretionary: $6,998,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $12,162,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2005 (21 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gold Coast Advisors, LLC (CRD 124217): Form ADV filing data as of October 2026.