Coast Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,713,492
Clients
54
6% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
54
TypicalAverage account size
$253,954
About
Coast Capital Management serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses, providing personalized financial planning and investment management alongside related services such as tax preparation and estate planning. The firm operates as a fee-only adviser that does not accept commissions and offers both standalone planning engagements and ongoing asset management.
Investment programs emphasize strategic asset allocation with no-load, passively managed mutual funds and exchange-traded funds as core holdings, combined with global diversification and written Investment Policy Statements for each client. Accounts are managed on a discretionary or non-discretionary basis, reviewed at least quarterly, and the firm devotes a substantial portion of its advisory time to financial planning and tax planning in addition to portfolio oversight.
As a small, long-established adviser, the firm manages approximately $18 million for roughly 51 clients, supporting a relatively low client-to-advisor ratio and a more hands-on service model than larger peers. Notable operational features include in-house tax-preparation services, flexible engagement structures (hourly, retainer, or ongoing management), and a practice of leaving proxy voting to clients rather than routinely voting proxies on their behalf.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
General tax planning
Cash flow / budgeting
Passive / index investing
Fee options
$100,000 - $1,000,000: 1.25% annually $1,000,000 - $2,000,000: 1.00% annually $2,000,000 - $3,000,000: 0.85% annually $3,000,000 - $4,000,000: 0.75% annually $4,000,000+: 0.65% annually
$150 per hour for financial planning and retainer agreements; $60 per hour for paraplanners
Account minimum: $100,000 Fee-only: Hourly fees of $150 per hour for Certified Financial Planners, $60 per hour for Paraplanners, negotiable hourly fees for other services
Most active in
Coast Capital Management has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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