SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Practicecfo Investments
San Diego, CA
Silver Coast Investments LLC, CRD 167771
Firm filing updated March 19, 2026 ·
- $401.6MAssets
- 12Advisory staff
- 1,078Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Pension and profit sharing plans209
- High net worth individuals126
- Individuals85
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 85 | $13.3 million |
| High net worth individuals | 126 | $156.1 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 209 | $223.3 million |
| Charitable organizations | Fewer than 5 clients | $8.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Assets and accounts
- Regulatory assets$401.6 million
- Accounts1,078
- DiscretionaryAll accounts
People
- Employees32
- Advisory staff12
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients251 to 500
Advisors
7 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Silver Coast Investments LLC SEC-registered investment advisor. CRD 167771, SEC file 801-120024.
- Registered with the SEC as an investment advisor (status date on record: January 4, 2021).
Is Practicecfo Investments a fiduciary?
Short answer: Practicecfo Investments is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.