Coastal Capital Advisors
Firm details
- Headquarters
- ,
- CRD number
- 307224
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals66.99%
- HNWI33.01%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Coastal Capital Advisors is an independent, individual-owned RIA that serves primarily individual and family clients. The firm acts as a capital allocator and provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include both a percentage-of-assets model and fixed fees. Coastal is not identified as an active ESG investor and appears to operate within a single-state footprint.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities59%
- Public Funds/Mutual Funds21%
- US Government Bonds11%
- Cash & Cash Equivalents5%
- Non-Investment Grade Corp Bonds4%
Contacts
2 of 2
Joseph Marshall
PartnerCRD 7247489
Christopher Baum
Co-Founder & PartnerCRD 6146336
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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