Coastal Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,970,034
Total clients
18
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$165,002
About
Coastal Capital Management, LLC is a registered investment adviser that provides portfolio management to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. The firm advises on a range of securities, including equities, fixed income, real estate funds (including REITs), ETFs (including gold and other precious‑metal ETFs), and non‑U.S. securities, and prepares an Investment Policy Statement for each client.
The firm combines fundamental, technical, charting, and cyclical analysis to construct and monitor portfolios and employs strategies such as long‑term trading, margin transactions, options trading (including covered calls and cash‑covered puts) and hedging to manage risk and seek income. It generally manages accounts on a discretionary basis, recommends Interactive Brokers as custodian/execution venue, and provides monthly account reporting generated by the custodian.
A distinctive feature noted in the brochure is that the firm issues periodicals or newsletters for clients in addition to standard custodian reports, an offering that is uncommon among peers. The disclosure section also notes a prior tax lien on the principal’s primary residence that was released in 2016, a material background detail included in the firm’s regulatory filings.
Client services
Expertise
Fee options
1.50% annually
Account minimum: $250,000 (may be waived at firm's discretion)
Main office location
Coastal Capital Management, LLC
Wilmington NC, United States
Number of offices
1
Most active in
North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Quick links
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