# Practicecfo Investments

> Practicecfo Investments is an SEC-registered investment advisory firm in San Diego, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 167771
- Filed as: PRACTICECFO INVESTMENTS
- Legal name: Silver Coast Investments LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167771
- AdvisorCensus page: https://advisorcensus.com/firm/practicecfo-investments-san-diego-ca-167771

## Quick answers

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

**Where is Practicecfo Investments located?**
Practicecfo Investments' principal office is in San Diego, CA, according to its Form ADV.

**Is Practicecfo Investments registered with the SEC or a state?**
Practicecfo Investments is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 167771.

**How much does Practicecfo Investments manage?**
Practicecfo Investments reports $401,606,316 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**How have Practicecfo Investments' assets and staff changed since 2021?**
In the Form ADV data for Practicecfo Investments: Regulatory assets under management: $115,493,494 in the October 2021 data and $401,606,316 in the October 2026 data, up 248%. Total employees: 6 in October 2021 and 32 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Practicecfo Investments serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (209); high net worth individuals (126); individuals (other than high net worth individuals) (85).

**Which custodians does Practicecfo Investments use?**
Practicecfo Investments' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Vanguard Marketing Corporation as custodians holding 10% or more of its separately managed account assets.

**Does Practicecfo Investments 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/167771

**Does Practicecfo Investments state an account minimum?**
Its Form ADV Part 2A brochure dated March 19, 2026 says: "PracticeCFO generally does not impose a minimum size for establishing a relationship."

**What changed in Practicecfo Investments' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 9 to 12. Regulatory assets under management went from $332,054,543 to $401,606,316 (+21%). Registered or notice-filed in NV.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Account minimum: None

> PracticeCFO generally does not impose a minimum size for establishing a relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Vanguard Marketing Corporation

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: $401,606,316
- Discretionary: $401,606,316
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 85 | $13,316,083 |
| High net worth individuals | 126 | $156,137,880 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 209 | $223,331,259 |
| Charitable organizations | Fewer than 5 | $8,821,094 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2021 (5 years)
- Employees: 32 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, CA, NC, NV, NY, OR, PA, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- associatesonfire.com
- practicecfo.com
- Facebook @PracticeCFO
- Facebook @associatesonfire
- Instagram @PracticeCFO
- Instagram @associatesonfire
- LinkedIn @practicecfo
- LinkedIn @associates-on-fire
- YouTube @UCikl6KeUyegjNwZwCh9XFIA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $115,493,494 | 6 | March 29, 2021 |
| October 2022 | $180,035,611 | 6 | March 21, 2022 |
| October 2023 | $195,608,129 | 9 | April 28, 2023 |
| October 2024 | $394,897,704 | 9 | June 26, 2024 |
| October 2025 | $332,054,543 | 35 | May 6, 2025 |
| October 2026 | $401,606,316 | 32 | March 19, 2026 |

Regulatory assets under management: $115,493,494 in the October 2021 data and $401,606,316 in the October 2026 data, up 248%.
Total employees: 6 in October 2021 and 32 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 12.
- Regulatory assets under management went from $332,054,543 to $401,606,316 (+21%).
- Registered or notice-filed in NV.

### December 2025
- Registered or notice-filed in UT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Practicecfo Investments (CRD 167771): Form ADV filing data as of October 2026.