# North Coast Asset Management, Inc.

> North Coast Asset Management, Inc. is a state-registered investment advisory firm in Windsor, CA, registered since 2002, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 119226
- Filed as: NORTH COAST ASSET MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Windsor, CA
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/119226
- AdvisorCensus page: https://advisorcensus.com/firm/north-coast-asset-management-inc-windsor-ca-119226

## Quick answers

**How is North Coast Asset Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), North Coast Asset Management, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is North Coast Asset Management, Inc. located?**
North Coast Asset Management, Inc.'s principal office is in Windsor, CA, according to its Form ADV.

**Is North Coast Asset Management, Inc. registered with the SEC or a state?**
North Coast Asset Management, Inc. is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 119226.

**How much does North Coast Asset Management, Inc. manage?**
North Coast Asset Management, Inc. reports $15,887,164 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**What types of clients does North Coast Asset Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13); high net worth individuals (8).

**Does North Coast Asset Management, Inc. 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/119226

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $15,887,164
- Discretionary: $15,887,164
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $5,283,245 |
| High net worth individuals | 8 | $10,603,919 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2002 (24 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ncamwealth.com
- LinkedIn @ncam-wealth-advisors-268546287

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. North Coast Asset Management, Inc. (CRD 119226): Form ADV filing data as of October 2026.