A complete list of active advisors currently associated with Coastal Asset Management LLC

Warmer can help you find a great advisor at Coastal Asset Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Coastal Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.