Coast Advisory LLC

Coast Advisory LLC is an SEC-registered investment adviser that provides asset management and related consulting services to institutional and pooled accounts as well as to individuals, small businesses, trusts, estates and charities; its services include discretionary portfolio management, investment selection, asset allocation and ongoing portfolio monitoring. The firm also offers financial planning and consulting engagements documented to client goals, time horizons and risk tolerance.

Coast typically implements discretionary strategies tailored to client objectives and uses a range of analytical methods (including fundamental, technical, quantitative and modern portfolio theory) and instruments (ETFs, mutual funds, options, margin, leveraged/inverse products and private alternatives) depending on client suitability. Clients who engage Coast for asset management sign trading authorizations that allow the firm to execute transactions on their behalf while planning engagements are available on an hourly basis.

What is notable relative to many peers is Coast’s explicit use of third‑party sub‑advisors: the firm may appoint sub‑advisors with full discretionary authority and may permit further delegation, and states that fees paid to sub‑advisors are included within the client’s overall advisory fee. The brochure also discloses an hourly planning fee ($500 per hour) and that supervised persons have outside insurance and tax‑preparation activities that generate external compensation; the firm reported no assets under management as of the date in the brochure.