Coastal Capital Management, LLC
RIAState Registered
Total AUM
$4.8M
Discretionary
$4.8M
100% of AUM
Avg account
$285K
Accounts
17
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 170383
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Coastal Capital Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and charges clients on a percentage-of-AUM basis. Its client base is individual and family accounts; it is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor or a multi-state adviser in the source data.
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
- Derivatives54%
- Cash & Cash Equivalents31%
- Exchange Traded Equities15%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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