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.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$467MItem 5.F on the latest filing (2026-05-21); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$467M

Private client RAUM

$467MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

10

RAUM per advisor

$46.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

12

Advisory employees

11

Offices

1Schedule D 1.F, beyond the principal office

Accounts

1,254

Individual clients

1,019

High net worth clients

235

SEC number

801-96330

CRD

194515

Filings on the tape

31

First filed

May 15, 2015

Latest filed

May 21, 2026

Organised

Corporation, ME

Website

costonshea.com

• Occurred

  Mar 2, 2020
  Control person joined

  A. Stephen Coston (Owner) appeared on Schedule A of Coston, Mcisaac & Shea Financial Advisors

  Form ADVobserved 5 days ago
• Occurred

  May 15, 2015
  First Form ADV filing

  Coston, Mcisaac, And Partners Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b04a6b5b-90de-b7e2-d0eb-cb3008d2f7d6

First observed

May 15, 2015

Last observed

May 21, 2026 4 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.