Coastal Equity Management, LLC
Firm details
- Headquarters
- Pensacola, Florida
- CRD number
- 331518
- Registered since
- November 13, 2024
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Coastal Equity Management, LLC is a limited liability company registered with the SEC in 2024 that operates as an institutional registered investment adviser. The firm is owned by an individual and focuses on institutional clients, providing portfolio management services for investment companies. Its fees are charged as a percentage of assets under management. It does not identify as an active ESG investor, is not a multi-state adviser, is not a capital allocator, and does not serve as a pension consultant or related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Scott Mccaghren
President, CEOCRD 5801543
Contacts
3 of 4David Clark
MemberCRD 4750938
Michael Meek
MemberCRD 7970763
Robert Pabian
MemberCRD 7970765
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pensacola, FL
Escambia
Location
Pensacola, FL
Headquartered in Pensacola, FL, anchoring the Pensacola-Ferry Pass, FL-AL metro in the South.
- Metro area
- Pensacola-Ferry Pass, FL-AL
- Region
- South
- County
- Escambia
- Address
- 700 S Palafox St
- Time zone
- ET (UTC-5)
- Office locations
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