COSTON, MCISAAC, AND PARTNERS INC.
Legal name: COSTON, MCISAAC & SHEA FINANCIAL ADVISORS
CRD #194515 SEC #801-96330 BAR HARBOR, ME 207-288-4747
SEC Registered
Total AUM
$405.7M
Discretionary
$405.7M
Employees
10
Clients
0
Accounts
1,513
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $405.7M | $405.7M | $0 | 10 | 1,513 |
| Jan 2025 | $405.7M | $405.7M | $0 | 10 | 1,513 |
| Nov 2024 | $424.7M | $424.7M | $0 | 11 | 1,533 |
| Jul 2024 | $343.8M | $343.8M | $0 | 10 | 1,445 |
| Feb 2024 | $343.8M | $343.8M | $0 | 10 | 1,445 |
| Sep 2023 | $292M | $292M | $0 | 10 | 1,301 |
| Sep 2023 | $292M | $292M | $0 | 10 | 1,301 |
| Feb 2023 | $292M | $292M | $0 | 10 | 1,301 |
| Sep 2022 | $270.8M | $270.8M | $0 | 9 | 1,158 |
| Sep 2022 | $250.8M | $250.8M | $0 | 9 | 1,158 |
| Aug 2022 | $250.8M | $250.8M | $0 | 9 | 1,158 |
| Jan 2022 | $250.8M | $250.8M | $0 | 9 | 1,158 |
| Feb 2021 | $190.1M | $190.1M | $0 | 7 | 1,045 |
| Jun 2020 | $170.4M | $170.4M | $0 | 6 | 1,001 |
| Mar 2020 | $170.4M | $170.4M | $0 | 6 | 1,001 |
| Feb 2019 | $134.9M | $134.9M | $0 | 6 | 918 |
| Mar 2018 | $116.6M | $116.6M | $0 | 7 | 851 |
| May 2017 | $101.4M | $101.4M | $0 | 6 | 700 |
| Mar 2017 | $100M | $100M | $0 | 7 | 700 |
| Apr 2016 | $63.7M | $63.7M | $0 | 7 | 700 |
| Feb 2016 | $63.7M | $63.7M | $0 | 7 | 700 |
| Aug 2015 | $25M | $25M | $0 | 7 | 300 |
| Aug 2015 | $25M | $25M | $0 | 7 | 300 |
| Aug 2015 | $25M | $25M | $0 | 7 | 300 |
| May 2015 | $0 | $0 | $0 | 6 | 0 |
| May 2015 | $0 | $0 | $0 | 6 | 0 |
DateJun 2025
Total AUM$405.7M
Discretionary$405.7M
Non-Disc.$0
Employees10
Clients1,513
DateJan 2025
Total AUM$405.7M
Discretionary$405.7M
Non-Disc.$0
Employees10
Clients1,513
DateNov 2024
Total AUM$424.7M
Discretionary$424.7M
Non-Disc.$0
Employees11
Clients1,533
DateJul 2024
Total AUM$343.8M
Discretionary$343.8M
Non-Disc.$0
Employees10
Clients1,445
DateFeb 2024
Total AUM$343.8M
Discretionary$343.8M
Non-Disc.$0
Employees10
Clients1,445
DateSep 2023
Total AUM$292M
Discretionary$292M
Non-Disc.$0
Employees10
Clients1,301
DateSep 2023
Total AUM$292M
Discretionary$292M
Non-Disc.$0
Employees10
Clients1,301
DateFeb 2023
Total AUM$292M
Discretionary$292M
Non-Disc.$0
Employees10
Clients1,301
DateSep 2022
Total AUM$270.8M
Discretionary$270.8M
Non-Disc.$0
Employees9
Clients1,158
DateSep 2022
Total AUM$250.8M
Discretionary$250.8M
Non-Disc.$0
Employees9
Clients1,158
DateAug 2022
Total AUM$250.8M
Discretionary$250.8M
Non-Disc.$0
Employees9
Clients1,158
DateJan 2022
Total AUM$250.8M
Discretionary$250.8M
Non-Disc.$0
Employees9
Clients1,158
DateFeb 2021
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees7
Clients1,045
DateJun 2020
Total AUM$170.4M
Discretionary$170.4M
Non-Disc.$0
Employees6
Clients1,001
DateMar 2020
Total AUM$170.4M
Discretionary$170.4M
Non-Disc.$0
Employees6
Clients1,001
DateFeb 2019
Total AUM$134.9M
Discretionary$134.9M
Non-Disc.$0
Employees6
Clients918
DateMar 2018
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees7
Clients851
DateMay 2017
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees6
Clients700
DateMar 2017
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees7
Clients700
DateApr 2016
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees7
Clients700
DateFeb 2016
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees7
Clients700
DateAug 2015
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees7
Clients300
DateAug 2015
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees7
Clients300
DateAug 2015
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees7
Clients300
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0