Coastal Carolina Financial Partners LLC

Overview

Coastal Carolina Financial Partners LLC is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm serves mainly individuals and families, charging a percentage-of-AUM fee and also acting as an insurance broker. Its advisory work centers on portfolio management for individuals and small businesses and providing educational seminars and workshops. The firm reports it is not a multi-state adviser, does not position itself as a capital allocator, and is not active in ESG investing.

Assets & Accounts

Public Holdings

Investments & Alternatives