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Costa Financial Group, Inc. (Boca Raton)


Costa Financial Group, Inc. is a large advisory firm based in Boca Raton. It manages $40 million of regulatory assets for 140 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Illinois, Massachusetts, and 3 other states.




Costa Financial Group provides financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Costa Financial Group: assets under management

The assets under management (AUM) of Costa Financial Group, Inc. is $40 million. The firm's AUM has gone down by -50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $35 million in discretionary accounts and $5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $280 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $333.33 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Costa Financial Group, Inc. for their services and products based on a percentage of assets under management and hourly charges. 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 Boca Raton

The principal office where Costa Financial Group, Inc. performs its advisory services is located at 6751 North Federal Highway, Boca Raton, FL 33487, which is also the mailing address of the firm. An additional office of the firm is in Hollywood, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-988-2180 or by fax 561-988-2184. The normal business hours are 8:30am - 5:00pm on Monday - Friday.


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