RIA Intel›Advisers›California›COAST BRIDGE CAPITAL, LLC

COAST BRIDGE CAPITAL, LLC

Advisory

CA

Data as of Jan 22, 2026 · Source: SEC Form ADV

Rank in CA
#3,033
of 5,480 advisers by AUM
Average account
$462K
across 168 accounts
AUM per adviser
$39M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM
$78M
Discretionary %
100%
Clients
60
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$78M
Discretionary AUM$78M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients60
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, NY, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

BLEECK FINANCIAL MANAGEMENT, INC.
CARMEL, CA
$78M
+5.6% 1Y
KPLANS INVESTMENT SERVICES, INC.
VALENCIA, CA
$77M
-36.2% 1Y
PEAK INVESTMENT SOLUTIONS, LLC
ROSEVILLE, CA
$77M
-6.8% 1Y
DHAMMA CAPITAL, LLC
$77M
WEALTHBOOST ADVISORS, LLC
SAN FRANCISCO, CA
$77M
WAITS INVESTMENTS, LLC
$78M

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