Third Coast Advisors

Q: What is Third Coast Advisors's official website?

Third Coast Advisors's official website is www.thirdcoastadv.com

Q: What is Third Coast Advisors's Revenue?

Third Coast Advisors's revenue is <$5 Million

Q: What is Third Coast Advisors's SIC code?

Third Coast Advisors's SIC: 62,628

Q: What is Third Coast Advisors's NAICS code?

Third Coast Advisors's NAICS: 52,523

Q: How many employees does Third Coast Advisors have?

Third Coast Advisors has 51-200 employees

Q: What industry does Third Coast Advisors belong to?

Third Coast Advisors is in the industry of: Finance , Securities Trading

Q: What is Third Coast Advisors competition?

Third Coast Advisors top competitors include: North Florida Financial , Clinton Davis Financial Services , Alliance Advisory Group , Wellington Group

Q: What technology does Third Coast Advisors use?

Some of the popular technologies that Third Coast Advisors uses are: Cloudflare Website Optimization, Google Universal Analytics, Proofpoint, Datadog

Q: How do I contact Third Coast Advisors?

Third Coast Advisors contact info: Phone number: (262) 746-9270 Website: www.thirdcoastadv.com

Q: What does Third Coast Advisors do?

Third Coast Advisors is a financial services firm that partners with individuals, families, and business owners to help them protect their assets, build wealth, and secure their financial future. With over 13,000 clients and more than $850 million in assets under management, they offer a range of services including retirement planning, investment m... anagement, insurance, and tax strategies. Their unique offering, The Living Balance Sheet, provides clients with a comprehensive view of their financial holdings and helps them simulate various financial scenarios. The company is dedicated to fostering thoughtful client relationships and empowering clients to achieve clarity and confidence in their financial planning. Read More

Finance · Wisconsin, United States · 51-200 Employees

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Overview

Headquarters

1166 Quail Ct Ste 100, Pewaukee, Wiscons...

Phone Number

(262) 746-9270

Website

www.thirdcoastadv.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Third Coast Advisors

Third Coast Advisors is a financial services firm that partners with individuals, families, and business owners to help them protect their assets, build wealth, and secure their financial future. With over 13,000 clients and more than $850 million in assets under management, they offer a range of services including retirement planning, investment management, insurance, and tax strategies. Their unique offering, The Living Balance Sheet, provides clients with a comprehensive view of their financial holdings and helps them simulate various financial scenarios. The company is dedicated to fostering thoughtful client relationships and empowering clients to achieve clarity and confidence in their financial planning.Explore more

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View contact profiles from Third Coast Advisors

SIC Code 62,628NAICS Code 52,523Show more

Third Coast Advisors Org Chart

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Jason Waugh

Associate Principal Owner

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Agency Control Officer & Registered Principal

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Insurance Support Specialist & Marketing Coor...

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Life and Disability Coordinator

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Managing Associate

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Financial Services Retirement Life Disability...

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Financial Representative

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Financial Representative

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Financial Representative

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Financial Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Third Coast Advisors

<$5M

51-200

Private

2016

Jason WaughAssociate Principal Owner

Clinton Davis Financial S...

$17.5M

51-200

Private

2002

Clinton DavisPresident

Alliance Advisory Group

$14.2M

51-200

Private

<$5M

1979

Katrina HallDirector, Operations, Office (Rochester)

North Florida Financial

$10.6M

51-200

Private

2014

William GreenPresident

Wellington Group

$6.4M

11-50

Private

<$5M

1996

Ryan KellySales Manager

Westshore Financial Group

<$5M

51-200

Private

2003

Joe LemoisMBA Managing Director

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Third Coast Advisors Tech Stack

A closer look at the technologies used by Third Coast Advisors

Cloudflare Website Optimization

Cloudflare

Google Universal Analytics

Google

Proofpoint

Datadog

See more technologies

Top Finance Companies

Frequently Asked Questions Regarding Third Coast Advisors

What is Third Coast Advisors's official website?

Third Coast Advisors's official website is www.thirdcoastadv.com

What is Third Coast Advisors's Revenue?

Third Coast Advisors's revenue is <$5 Million

What is Third Coast Advisors's SIC code?

Third Coast Advisors's SIC: 62,628

What is Third Coast Advisors's NAICS code?

Third Coast Advisors's NAICS: 52,523

How many employees does Third Coast Advisors have?

Third Coast Advisors has 51-200 employees

What industry does Third Coast Advisors belong to?

Third Coast Advisors is in the industry of: Finance, Securities Trading

What is Third Coast Advisors competition?

Third Coast Advisors top competitors include: North Florida Financial, Clinton Davis Financial Services, Alliance Advisory Group, Wellington Group

What technology does Third Coast Advisors use?

Some of the popular technologies that Third Coast Advisors uses are: Cloudflare Website Optimization, Google Universal Analytics, Proofpoint, Datadog

How do I contact Third Coast Advisors?

Third Coast Advisors contact info: Phone number: (262) 746-9270 Website: www.thirdcoastadv.com

What does Third Coast Advisors do?

What are Third Coast Advisors social media links?

Third Coast Advisors Linkedin page Third Coast Advisors Facebook page

Is Third Coast Advisors a public company?

Third Coast Advisors is private company therefore does not currently have an official ticker symbol

See more information about Third Coast Advisors

Third Coast Advisors Latest Hires and Their Positions

Third Coast Advisors is expanding and recently hired new employees. Here are the latest additions to the team.

Jamire Davis

Financial Representative

Joined Dec 1, 2025

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