Coastal Capital Management, LLC

Overview

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 business owners, charging fees as a percentage of assets under management. Its client roster is concentrated in the individual and family segment rather than institutional or pension clients. The adviser does not list itself as an active ESG investor, a multi-state adviser, a capital allocator to external managers, or a pension consultant. Its business activity is narrowly described as discretionary portfolio management for private clients rather than broader advisory services or related-adviser arrangements.

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Location & Offices