# Coston and McIsaac Investment Advisers

Coston and McIsaac Investment Advisers is a RIA based in Bar Harbor.

## Overview

- **Organization type:** RIA
- **Headquarters:** Bar Harbor
- **Founded:** 1987
- **Assets under management:** Undisclosed
- **Website:** https://www.costonandmcisaac.com/

## Regulatory record

- **CRD number:** 109730
- **SEC file number:** 801-85173
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109730

## About

Since 1987, Coston and McIsaac CPAs has been providing quality, personalized financial guidance to local individuals and businesses. Expertise ranges from basic tax management and accounting services to compilations, financial statements, and financial planning. The firm provides comprehensive financial services to individuals, small to medium-sized businesses, and other agencies, and lists wealth management among its individual services.

## Sectors

- Construction
- Healthcare
- Hospitality
- Manufacturers
- Real Estate
- Non-Profit organizations

## People

- Paul A. Coston — Jr., CPA/ABV, MST, CFP, Investment Advisor Representative; President and co-founder
- Ron Wrobel — CPA, M. Acc., Investment Advisor Representative; Vice-President and managing shareholder
- Melinda Workman — CPA, MBA; Treasurer and shareholder
- Patricia Pottle — CPA, Investment Advisor Representative; Secretary and shareholder
- Stacey Durrell — EA; shareholder
- Michael James Marino — Acc., MBA, EA, CRC, Investment Advisor Representative; staff accountant
- Ben Sumner; Accountant
- Matthew McEachern — EA, Investment Advisor Representative; Accountant
- Desiree Boyle; Accountant
- Trish Howard; Office Manager
- Lori Lloyd; seasonal tax preparer

## Questions

### Who runs investment decisions at Coston and McIsaac Investment Advisers?

No named principals or investment committee members are publicly listed. The firm's leadership structure is not documented in any publicly available source.

### Does Coston and McIsaac Investment Advisers commit to fund investments or only direct deals?

No information on fund commitments versus direct investments is publicly available. The firm's investment vehicle structure has not been disclosed.

### What investment stages does Coston and McIsaac Investment Advisers typically target?

Stage preferences are not documented. The firm's public profile lacks any information on growth, venture, or traditional asset allocations.

### Which sectors does Coston and McIsaac Investment Advisers explicitly avoid?

No sector restrictions have been publicly disclosed. The firm's negative screening criteria are unknown.

## Related profiles

- [Johnston Investment Counsel](https://altss.com/profile/johnston-investment-counsel-ltd)
- [Northwest Investment Advisors](https://altss.com/profile/northwest-investment-advisors-inc)

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Last updated: 2026-08-11T15:06:27.647Z

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