Hedge Fund Database

PRACTICECFO INVESTMENTS

SILVER COAST INVESTMENTS LLC Legal Name

Adviser information for PRACTICECFO INVESTMENTS last updated from Form ADV on March 18th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 9
Investment Advisory/Research 9
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 9
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,009 $262.2M
Non-Discretionary 7 $49,982
Total 1,016 $262.2M

Clients

Type Number RAUM
Individuals 590 $63.6M
HNW Individuals 27 $107.6M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 198 $82.6M
Charitable organizations <5 $4.6M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $3.9M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-120024
SEC ERA File Number 801-120024
SEC CIK Numbers 2012033
SEC CRD Numbers 167771
Legal Entity Identifier None

Principal Office

13400 SABRE SPRINGS PARKWAY
SUITE 255
SAN DIEGO
CA
United States
Monday - Friday, 8:00 AM - 6:00 PM
Tel: 800-675-2712, Fax: 858-634-9001

Websites

www.instagram.com/associatesonfire/ www.youtube.com/channel/ucikl6keuyegjnwzwch9xfia/videos www.linkedin.com/showcase/associates-on-fire www.facebook.com/practice-cfo-764949626945123/ www.practicecfo.com/ www.instagram.com/practicecfo/?hl=en www.linkedin.com/company/practicecfo www.facebook.com/associatesonfire/

Chief Compliance Officer

BRANDON HOBSON
DIRECTOR OF INVESTMENTS
13400 SABRE SPRINGS PARKWAY
SUITE 255
SAN DIEGO
CA
United States
Tel: 858-634-9001
Fax: 858-477-8101
(Full email address available in API data)

Regulatory Contact

IVAN BARRETTO
CONSULTANT
13359 NORTH HIGHWAY 183
SUITE 406-649
AUSTIN
TX
United States
Tel: 18337422246
(Full email address available in API data)

Industry Affiliates

PRACTICECFO Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
READ, WESLEY, WILLIAM Individual – PRESIDENT 01/2011 < 5%
PRACTICECFO LLP Domestic Entity – OWNER 01/2018 > 75%
READ, WESLEY, WILLIAM Individual PRACTICECFO LLP MANGAING MEMBER 01/2018 50-75%
Hobson, Brandon, Wesley Individual – CCO 03/2022 < 5%

No. Employees, Historic

10502020202120222023202420256 on 11/22/20206 on 11/25/20206 on 3/29/20219 on 10/22/20216 on 3/21/20226 on 10/3/20228 on 3/14/20239 on 4/28/20239 on 3/18/2024

RAUM, Historic

300M150M0202020212022202320242025100269433 on 11/22/2020100269433 on 11/25/2020115493494 on 3/29/2021115493494 on 10/22/2021180035611 on 3/21/2022180035611 on 10/3/2022195608129 on 3/14/2023195608129 on 4/28/2023262222044 on 3/18/2024

No. Clients, Historic

9004500202020212022202320242025211 on 11/22/2020211 on 11/25/2020136 on 3/29/2021136 on 10/22/2021296 on 3/21/2022296 on 10/3/2022348 on 3/14/2023348 on 4/28/2023815 on 3/18/2024

Holdings

From latest 13F, filed August 9th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 372K 4K –
ABBVIE INC COM 406K 2K –
ABRDN SILVER ETF TRUST PHYSCL SILVR SHS 3M 102K –
AFLAC INC COM 839K 9K –
AIR PRODS & CHEMS INC COM 221K 855 –
ALBERTSONS COS INC COMMON STOCK 220K 11K –
ALLSTATE CORP COM 246K 2K –
ALPHABET INC CAP STK CL A 420K 2K –
ALPHABET INC CAP STK CL C 200K 1K –
ALTRIA GROUP INC COM 731K 16K –
AMCOR PLC ORD 138K 14K –
AMERICAN TOWER CORP NEW COM 211K 1K –
AMGEN INC COM 288K 922 –
AMKOR TECHNOLOGY INC COM 340K 8K –
APPLE INC COM 1M 5K –
APPLIED MATLS INC COM 592K 3K –
ARCHER DANIELS MIDLAND CO COM 317K 5K –
ATKORE INC COM 625K 5K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 325K 800 –
BROADCOM INC COM 360K 224 –
CATERPILLAR INC COM 375K 1K –
CHEVRON CORP NEW COM 650K 4K –
CISCO SYS INC COM 471K 10K –
COCA COLA CO COM 256K 4K –
COMERICA INC COM 304K 6K –
CUMMINS INC COM 690K 2K –
CVS HEALTH CORP COM 456K 8K –
DEERE & CO COM 435K 1K –
EXXON MOBIL CORP COM 421K 4K –
FIRST SOLAR INC COM 884K 4K –
FLOOR & DECOR HLDGS INC CL A 291K 3K –
FORD MTR CO DEL COM 205K 16K –
GENUINE PARTS CO COM 539K 4K –
GILEAD SCIENCES INC COM 731K 11K –
HERSHEY CO COM 544K 3K –
INTERNATIONAL BUSINESS MACHS COM 275K 2K –
ISHARES TR CORE DIV GRWTH 30M 527K –
ISHARES TR CORE US AGGBD ET 16M 167K –
ISHARES TR MSCI INTL QUALTY 31M 790K –
ISHARES TR TIPS BD ETF 9M 86K –
ISHARES TR US INFRASTRUC 3M 68K –
JPMORGAN CHASE & CO. COM 568K 3K –
LAM RESEARCH CORP COM 488K 458 –
LINDE PLC SHS 488K 1K –
LOCKHEED MARTIN CORP COM 617K 1K –
LOWES COS INC COM 450K 2K –
LULULEMON ATHLETICA INC COM 228K 764 –
MERCK & CO INC COM 297K 2K –
META PLATFORMS INC CL A 302K 599 –
MICROSOFT CORP COM 2M 4K –
MORGAN STANLEY COM NEW 308K 3K –
NATIONAL FUEL GAS CO COM 217K 4K –
NAVITAS SEMICONDUCTOR CORP COM 44K 11K –
NUTRIEN LTD COM 244K 5K –
NVIDIA CORPORATION COM 702K 6K –
ONEOK INC NEW COM 202K 2K –
ORACLE CORP COM 293K 2K –
PACER FDS TR PACER US SMALL 7M 156K –
QUALCOMM INC COM 244K 1K –
RBB FD INC US TREAS 3 MNTH 2M 34K –
REPUBLIC SVCS INC COM 274K 1K –
SALESFORCE INC COM 492K 2K –
SCHWAB CHARLES CORP COM 311K 4K –
SCHWAB STRATEGIC TR US BRD MKT ETF 206K 3K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 32M 406K –
SNAP ON INC COM 263K 1K –
SPDR SER TR S&P METALS MNG 3M 47K –
SPROUTS FMRS MKT INC COM 598K 7K –
TARGET CORP COM 493K 3K –
TESLA INC COM 710K 4K –
T-MOBILE US INC COM 369K 2K –
UNITED PARCEL SERVICE INC CL B 287K 2K –
VALERO ENERGY CORP COM 742K 5K –
VANECK ETF TRUST PREFERRED SECURT 4M 257K –
VANGUARD BD INDEX FDS INTERMED TERM 16M 210K –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 11M 233K –
VANGUARD INDEX FDS GROWTH ETF 732K 2K –
VANGUARD INDEX FDS MCAP GR IDXVIP 269K 1K –
VANGUARD INDEX FDS REAL ESTATE ETF 7M 80K –
VANGUARD INDEX FDS SM CP VAL ETF 15M 80K –
VANGUARD INDEX FDS VALUE ETF 692K 4K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 15M 352K –
VANGUARD MUN BD FDS TAX EXEMPT BD 495K 10K –
VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 380K 2K –
VANGUARD STAR FDS VG TL INTL STK F 413K 7K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 4M 83K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 269K 2K –
VANGUARD WORLD FD ENERGY ETF 3M 23K –
VANGUARD WORLD FD MATERIALS ETF 3M 15K –
VERIZON COMMUNICATIONS INC COM 291K 7K –
WASTE MGMT INC DEL COM 246K 1K –