# Middle Coast Investing

Middle Coast Investing is a Bank / Wealth / Trust based in Ludington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Ludington, United States
- **Region:** North America
- **Address:** Ludington, MI, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** middlecoastinvesting.com

## Regulatory record

- **CRD number:** 328569
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328569

## About

Middle Coast Investing was founded in 2020 and operates as a registered investment adviser based in Ludington, Michigan. The firm's public-facing identity centers on Daniel, the sole named adviser, who authors detailed quarterly letters analyzing individual positions. The practice serves individuals and high-net-worth clients, offering discretionary portfolio management built around a concentrated, long-only equity strategy. The investment approach focuses exclusively on publicly traded equities, with position-level analysis available in the firm's quarterly shareholder letters. Published letters from Q3 2025 through Q1 2026 confirm a strategy oriented around single-stock selection without sector or benchmark constraints. Recent commentary titles — including "Artificial Intelligence, Natural Caution" and "Don't Let Me Explode" — indicate an active internal debate around technology exposure and position-sizing risk. Daniel serves as the primary contact for prospective clients, offering a free 30-minute introductory call booked directly through the firm's website. The shop's operational scale remains private; no staff count, AUM figure, or geographic reach beyond the Ludington headquarters is disclosed. No adjacent philanthropic vehicles, real-asset arms, or investor networks are associated with the firm. In January 2026, the Q4 2025 letter was published under the title "Don't Let Me Explode," continuing the firm's practice of transparent, narrative-driven investor communications. Middle Coast's structural distinction lies in its radical transparency for an RIA of undisclosed size: full quarterly letters with named portfolio companies and explicit thesis updates are posted publicly on the firm's blog, an uncommon practice that functions as both client reporting and a form of inbound marketing. The firm operates without the intermediation of a parent bank, platform, or multi-adviser structure, making every investment decision directly attributable to the named adviser.

## People

- Daniel — Investment Adviser

## Questions

### Who runs investment decisions at Middle Coast Investing?

The sole named investment adviser is Daniel, who is the firm's public face and author of all published quarterly letters. All investment decisions appear to flow directly through Daniel, as no other investment professionals, committees, or external sub-advisers are identified in the firm's online disclosures or communications.

### What does Middle Coast Investing actually invest in?

Middle Coast manages a concentrated, long-only portfolio of publicly traded equities. The firm's quarterly letters — published regularly on its blog — provide position-level detail and thematic commentary. There is no indication of allocations to private equity, venture capital, fixed income, real assets, or other alternative asset classes based on the firm's public descriptions and published writings.

## Related profiles

- [Middleburg Capital Development](https://altss.com/profile/middleburg-capital-development)
- [Middle Cove Capital](https://altss.com/profile/middle-cove-capital)

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Last updated: 2026-08-11T02:43:31.692Z

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