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COASTAL CAPITAL ADVISORS

COASTAL CAPITAL ADVISORS, LLC

CRD 307224

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$52.3M

Discretionary AUM

$52.3M

Team

2 total employees; 2 advisory reps; 15 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-26

Disciplinary history

No

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  • SEC IAPD →

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  • FINRA BrokerCheck →

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Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals126$35.1M
High net worth individuals15$17.3M

All web addresses on file

Official SEC filing: View on IAPD