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

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

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.

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