Silver Coast Investments Llc
- Regulatory AUM
- $402M
- Discretionary
- $402M
- Clients
- 420
- Avg AUM / client
- $956K
- Accounts
- 1,078
- Employees
- 32
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 85 | $13.3M | 3.32% |
| High net worth individuals | 126 | $156M | 38.9% |
| Pension and profit sharing plans | 209 | $223M | 55.6% |
| Charitable organizations | Fewer than 5 clients | $8.8M | 2.2% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wesley William Read | President | CFP | Jan 2011 (16y) | ≈ 37.5% – 75% via Practicecfo Llp |
| Brandon Wesley Hobson | Cco | CFA | Nov 2017 (9y) | Less than 5% |
| Paul Joseph Lipcius | Registered representative | Jun 2016 (10y) | ||
| Philip Gregory Maravilla | Registered representative | CFP | Jun 2016 (10y) | |
| Drew Parson Phillips | Registered representative | Jul 2018 (8y) | ||
| Justin David Read | Registered representative | Oct 2020 (6y) | ||
| Randy Lundy | Registered representative | Dec 2023 (3y) | ||
| Andrew Northcutt | Registered representative | May 2024 (2y) | ||
| Cameron Foster Smith | Registered representative | Nov 2025 (1y) | ||
| Jonathan Steven Potter | Registered representative | Dec 2025 (1y) | ||
| Caleb James Rich | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Practicecfo Llp | Owner | Jan 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Wesley William Read: 50% – 75% of Practicecfo Llp × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 989 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $299M (75% of AUM) Mar 2026
- Vanguard Marketing Corporation $102M (25% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗