Coastal Asset Management LLC

Overview

Coastal Asset Management LLC operates as a small, boutique advisory focused on discretionary portfolio management for individual and family clients and small businesses. The firm favors equity-weighted portfolios, executing most exposure through exchange-traded securities. Its business model is fee-based, charging a percentage of assets under management, and places emphasis on liquid, tradable instruments that can be managed efficiently for a compact client base. Coastal does not position itself as an ESG investor, and it does not present as a multi-state or institutional pension consultant. The adviser appears to run concentrated, equity-led strategies rather than broad multi-asset solutions or delegated capital-allocation programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices