RIA Intel›Advisers›Washington›COAST CAPITAL MANAGEMENT, LLC

COAST CAPITAL MANAGEMENT, LLC

Advisory

Data as of Mar 20, 2026 · Source: SEC Form ADV

Average account

$254K

across 54 accounts

AUM per adviser

$5M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$54K

Discretionary %99.6%

Total Clients54

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

54 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WA

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

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COLUMBIA STRATEGIC WEALTH ADVISORS, LLC

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$13M

KLAHANIE INVESTMENT LLC

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