Coastal Carolina Financial Partners LLC

Coastal Carolina Financial Partners LLC is a small independent investment advisory firm established in January 2025. The firm provides portfolio management services on a non‑discretionary basis and works with individuals, some high‑net‑worth clients and business or corporate clients, advising on common securities including stocks, bonds, mutual funds and ETFs.

The adviser relies on fundamental security analysis—examining financial statements, management and competitive position—and characterizes its strategy as relatively conservative while avoiding technical analysis and certain alternatives such as futures, private equity, currencies and hedge funds. Investment decisions are implemented with client authorization, the adviser monitors and adjusts portfolios regularly, and the firm recommends Charles Schwab as custodian for execution and reporting.

The firm’s managing member is also a licensed insurance agent and the brochure discloses that representatives may offer life insurance, annuities and other insurance products for which they receive commissions, noting a potential conflict of interest mitigated by the adviser’s stated duty to act in clients’ best interests. Coastal Carolina Financial Partners also notes it conducts educational seminars and workshops at no charge to attendees—an uncommon service among peer investment managers—which the firm presents alongside its small, single-advisor operating model and use of the Schwab platform.