Coastal Capital Management, LLC
RIASEC Registered
Total AUM
$4.8M
Discretionary
$4.8M
100% of AUM
Avg account
$285K
Accounts
17
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 170383
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Coastal Capital Management, LLC is a privately held limited liability company that advises individual and family clients, with an ownership structure listed as individual. The firm bills clients on a percentage-of-assets-under-management basis and focuses on portfolio management for individuals and small businesses. It does not identify as an active ESG investor, is not a multi-state adviser, and is not set up as a capital allocator or pension consultant in the available data.
Assets & Accounts
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
- Derivatives54%
- Cash & Cash Equivalents31%
- Exchange Traded Equities15%
Owners & executives
1 of 1
David Doyle
Chief Investment OfficerCRD 2223517
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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