RIA Intel›Advisers›North Carolina›COASTAL CAROLINA FINANCIAL PARTNERS LLC

COASTAL CAROLINA FINANCIAL PARTNERS LLC

Advisory

NC

Data as of Jul 19, 2026 · Source: SEC Form ADV

Average account

$51K

across 38 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 19, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$0

Non-Discretionary AUM$2M

Discretionary %0%

Total Clients20

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, PA

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

20 clients

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

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Advisers of similar size in NC

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

RESOURCE INVESTMENTS ADVISORS INC

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GATEHILL FINANCIAL CONSULTING, LLC

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$2M

REYNA CAPITAL ADVISORS, LLC

$2M

TMFS-GREENSBORO, LLC

$2M

LINCOLN INVESTMENT ADVISERS, LLC

$2M

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