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COASTAL CAPITAL ADVISORS, LLC

Advisory

CA

Data as of May 26, 2026 · Source: SEC Form ADV

Rank in CA
#3,412
of 5,480 advisers by AUM
Average account
$137K
across 381 accounts
AUM per adviser
$26M
2 advisers

Source: SEC Form ADV. Figures as filed May 26, 2026.

Total AUM
$52M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$52M
Discretionary AUM$52M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients141
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, CO, ID, NY, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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