Coastal Capital Advisors
Firm details
- Headquarters
- ,
- CRD number
- 307224
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals66.99%
- HNWI33.01%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Coastal Capital Advisors is an independent registered investment adviser organized as an LLC and owned by an individual. The firm acts as a capital allocator for a client base made up of individuals and families. Its core advisory services are financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include a percentage-of-assets model and fixed fees. The firm is not identified as an active ESG investor, is not multi-state, and does not list pension consulting or related-adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities59%
- Public Funds/Mutual Funds21%
- US Government Bonds11%
- Cash & Cash Equivalents5%
- Non-Investment Grade Corp Bonds4%
Contacts
2 of 2
Christopher Baum
Co-Founder & PartnerCRD 6146336
Joseph Marshall
Founder & Financial PlannerCRD 7247489
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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