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COASTAL INVESTMENT COMPANY, LLC

CRD 322164 · SEC 801-130812

Visit website

227 SOUTH ORLANDO AVENUE, SUITE A-1, WINTER PARK, FL, 32789, United States

Phone

888-411-2280

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$262.9M

Discretionary AUM

$262.9M

Team

9 total employees; 9 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees; EXPENSE ALLOWANCE

Org form

Limited Liability Company

Filing date

2026-04-30

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles41$262.9M

States served

FL

All web addresses on file

Official SEC filing: View on IAPD