COAST ADVISORY LLC
Firm details
- Headquarters
- EAST TROY, Wisconsin
- CRD number
- 340229
- Registered since
- February 27, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals74.27%
- HNWI24.57%
- Charitable Organizations1.16%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Coast Advisory LLC is a limited liability company that registered with the SEC in 2026 and is owned by an individual. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that provides portfolio management for individuals and small businesses and the selection of other advisers. Its fee model combines a percentage-of-AUM component with hourly charges. Coast Advisory is not an active ESG investor and is identified on filings as an “other investment adviser.”
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities4%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
Contacts
2 of 2THOMAS DEPPE
Investment Advisor RepresentativeCRD 5121635
SARAH KOPESKY
Investment Advisor RepresentativeCRD 6558816
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EAST TROY, WI
WALWORTH
Location
EAST TROY, WI
Headquartered in EAST TROY, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- WALWORTH
- Address
- 2100 Church St
- Time zone
- CT (UTC-6)
- Office locations
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