A complete list of active advisors currently associated with Coastal Capital Advisors

Warmer can help you find a great advisor at Coastal Capital Advisors or one who fits your needs even better.

Coastal Capital Advisors serves individuals (including high-net-worth clients), trusts, estates, business entities, charitable organizations and retirement plans with ongoing discretionary investment management, financial planning, and broader wealth management services. Portfolios are typically constructed from a mix of individual stocks, bonds, closed-end funds and ETFs, and the firm also provides incidental advice on matters such as 401(k) allocations, real estate or private business transactions. The firm combines a financial-planning perspective with a value-based, long-term asset allocation approach and documents client objectives in a custom Investment Policy Statement that is reviewed periodically (typically quarterly). Coastal Capital uses a third‑party platform to monitor held-away retirement accounts and, when appropriate, retains independent third‑party advisers to manage portions of client portfolios. Coastal Capital’s brochure discloses several features that distinguish it from many peers: it may recommend SyntheticFi to facilitate securities‑backed box spread loans and Nuveen for tax‑advantaged long/short equity strategies, and it uses a prime brokerage arrangement via its required custodian to access corporate bond execution from B. Riley. The firm also offers a hybrid billing arrangement—an annual flat fee that can be replaced by an asset‑based fee when clients meet certain asset thresholds—and requires clients to custody assets with its designated custodian.

To learn more about the advisors currently working at Coastal Capital Advisors, 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.