Know Who Is ManagingYour Investments.
Work directly with Dragan Mark Filipovic, CFA®, the founder and investment manager responsible for your portfolio.
Gold Coast brings personal attention and disciplined investment management together in one ongoing wealth management relationship.
Both reviews are complimentary. No obligation to become a client.
*Since the firm’s founding in 2022, as of October 2026.
Why I Founded Gold Coast
My background spans approximately two decades in investment banking, corporate finance and wealth management. I also hold an MBA from Northwestern University’s Kellogg School of Management.
I founded Gold Coast Capital Management in 2022 to give clients a direct relationship with the person managing their investments. My aim is to combine thoughtful portfolio management with clear explanations and personal accountability, so you understand what you own, what you pay and how your investments support your goals.
What the CFA® Charter Means for You
The Chartered Financial Analyst® designation combines advanced investment study, qualifying professional experience and a commitment to ethical standards.
Investment Knowledge
Study and examinations cover investment analysis, portfolio construction and risk management.
Rigorous Requirements
Earning the charter requires passing three exam levels and meeting professional experience and membership requirements.
Ethical Standards
Charterholders commit to the CFA Institute Code of Ethics and Standards of Professional Conduct.
Work directly with Dragan Mark Filipovic, CFA®, who personally manages your portfolio.
A Relationship Built on Understanding
Your Priorities Come First
I take time to understand what your money needs to support, including retirement, family commitments and major decisions.
Clear Explanations
I explain the reasoning behind portfolio decisions, including the trade-offs involving risk, investment costs and taxes.
Ongoing Personal Attention
As your circumstances change, we revisit how your investments support your goals. You can bring your questions directly to me.
Your Assets Stay in Your Name
at Charles Schwab
Gold Coast manages your investment portfolio. Your assets are held in accounts in your name at Charles Schwab, an independent custodian.
Accounts in Your Name
Your investment accounts remain in your name at Charles Schwab, separate from Gold Coast business accounts.
Clear Responsibilities
Gold Coast makes investment decisions within the authority you grant. Schwab holds your assets and processes account transactions.
Direct Access & Statements
View your accounts through Schwab’s online and mobile platforms and receive account statements directly from Schwab.
Confidence Starts With Transparency
You can review public registration information through the Investment Adviser Public Disclosure database.
Dragan Mark Filipovic, CFA® — Individual CRD #7497447
Gold Coast Capital Management, LLC — Firm CRD #318822
Let’s See If We’re a Good Fit
We can discuss your investments, answer your questions and explore whether working together makes sense.
Already Have an Advisor?
Get an independent perspective on your current portfolio.
Portfolio Second OpinionBoth reviews are complimentary. No obligation to become a client.