RIA Intel›Advisers›New Jersey›COASTAL FINANCIAL ADVISORS, INC.

COASTAL FINANCIAL ADVISORS, INC.

Advisory

NJ

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$247K

across 97 accounts

AUM per adviser

$24M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients98

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNJ

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

98 clients

11 high-net-worth

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

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