COASTAL WAY FINANCIAL GROUP, LLC

Overview

Coastal Way Financial Group, LLC is an independent registered investment adviser operating as a limited liability company that focuses on fee-based portfolio management and financial planning for individual and family clients. The firm acts as a capital allocator and provides discretionary portfolio management for individuals, small businesses and institutions, as well as selecting third‑party advisers when appropriate. Its stated preference is equity‑centric investing, with a clear tilt toward exchange‑traded instruments as the backbone of client portfolios. Coastal Way Financial Group, LLC does not position itself as an active ESG investor and maintains a single‑state footprint rather than a multi‑state advisory network. The firm’s ownership structure is listed as a mix of foreign entity and individual ownership, and it maintains an industry affiliation with accounting professionals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices