C
Coastal Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,400,000
Clients
14
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
TypicalAverage account size
$242,857
About
Coastal Asset Management, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, managing approximately $3.145 million across 13 client accounts. The firm offers individualized portfolios and allows clients to impose written investment restrictions, and it does not participate in wrap programs.
The firm builds portfolios around individualized asset allocation and manages them using a combination of fundamental analysis and cyclical analysis, supplemented by third‑party research and computer models. Portfolio reviews are conducted weekly by the owner and client meetings are typically held quarterly, with account statements delivered quarterly by the chosen custodian.
Compared with many peers, the firm emphasizes cyclical analysis alongside fundamental work and operates without soft‑dollar arrangements or third‑party adviser selection services. The advisor uses a single recommended custodian (Interactive Brokers), maintains constructive custody via client authorization for fee withdrawal, forwards proxy solicitations directly to clients rather than voting them, and provides no additional written reports beyond custodian statements.
Client services
Portfolio management
Expertise
Active portfolio management
Wealth management
Fee options
0.90% per year, negotiable based on account size
Main office location
Coastal Asset Management LLC
Norfolk VA, United States
Number of offices
1
Most active in
Coastal Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
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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