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First Coast Asset Management Co Inc (Jacksonville)


First Coast Asset Management Co Inc is a large advisory firm based in Jacksonville. It manages $27.88 million of regulatory assets for 138 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Kentucky.




First Coast Asset Management provides financial planning services and security ratings or pricing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

First Coast Asset Management: assets under management

The assets under management (AUM) of First Coast Asset Management Co Inc is $27.88 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $20.23 million in discretionary accounts and $7.65 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $215.21 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $173.89 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay First Coast Asset Management Co Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Jacksonville

The principal office where First Coast Asset Management Co Inc performs its advisory services is located at 4901 Atlantic Blvd, Jacksonville, FL 32207, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 904-791-9223 or by fax 904-791-9226. The normal business hours are 9:00 am - 4:30 pm on Monday - Friday.


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