Coastal Carolina Financial Partners LLC

Overview

Coastal Carolina Financial Partners LLC is an independent, owner-operated advisory firm organized as an LLC that focuses on individual and family clients. The firm charges fees based on a percentage of assets under management and provides portfolio management for individuals and small businesses, along with educational seminars and workshops. It is state-registered in North Carolina and Pennsylvania and is run by an individual owner rather than as part of a larger brokerage or multi-adviser platform. The firm does not identify as an active ESG investor and does not act as a capital allocator.

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Public Holdings

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Location & Offices