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RIA / WealthAdvisorCertified Financial Planner10 years in industry

Jacob Vincent Stewart

Advisor at NORTHCOAST ASSET MANAGEMENT LLC

Lake Oswego, OR | STAMFORD, CT

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Search this name across graphsid dfx:ria:18b367be-d050-bfe7-b987-7e2851b6a80c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: May 3, 2021 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NORTHCOAST ASSET MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Feb 27, 2021
First registration: May 3, 2021
Dual registered: no
IAPD individual key: 7033816

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NORTHCOAST ASSET MANAGEMENT LLC	Independent wealth	Jun 26, 2026	n/a	yes	Lake Oswego, OR\|STAMFORD, CT	Current employment
DESCHUTES INVESTMENT CONSULTING, LLC	Other adviser	Mar 21, 2025	May 6, 2026	no	Tigard, OR\|Tigard, OR\|PORTLAND, OR	Previous registration
HUMAN INVESTING	Mixed wealth	Oct 8, 2021	Oct 15, 2024	no	LAKE OSWEGO, OR	Previous registration
TMG WEALTH ADVISORS, INC.	State registered	May 3, 2021	Apr 5, 2022	no	BEAVERTON, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DESCHUTES INVESTMENT CONSULTING, LLC	NORTHCOAST ASSET MANAGEMENT LLC	May 6, 2026	Jun 26, 2026	51	Firm change	Other
HUMAN INVESTING	DESCHUTES INVESTMENT CONSULTING, LLC	Oct 15, 2024	Mar 21, 2025	157	Firm change	Other
TMG WEALTH ADVISORS, INC.	HUMAN INVESTING	Apr 5, 2022	Oct 8, 2021	-179	Firm change after gap	Other

Relationships

Registered with (4)

→ NORTHCOAST ASSET MANAGEMENT LLCRegistered adviserregistration: current employment
Jun 26, 2026 to presentfactForm ADV
→ DESCHUTES INVESTMENT CONSULTING, LLCRegistered adviserregistration: previous registration
Mar 21, 2025 to May 6, 2026factForm ADV
→ HUMAN INVESTINGRegistered adviserregistration: previous registration
Oct 8, 2021 to Oct 15, 2024factForm ADV
→ TMG WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
May 3, 2021 to Apr 5, 2022factForm ADV

Dated events

Occurred
May 6, 2026
Advisor changed firm
Jacob Vincent Stewart left Deschutes Investment Consulting, Llc for Northcoast Asset Management Llc (registered 2026-06-26)
Form ADVobserved 4 days ago
Occurred
Oct 15, 2024
Advisor changed firm
Jacob Vincent Stewart left Human Investing for Deschutes Investment Consulting, Llc (registered 2025-03-21)
Form ADVobserved 4 days ago
Occurred
Apr 5, 2022
Advisor changed firm
Jacob Vincent Stewart left Tmg Wealth Advisors, Inc. for Human Investing (registered 2021-10-08)
Form ADVobserved 4 days ago