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 provides portfolio management to individuals, high‑net‑worth clients and various business entities, advising on equities, fixed‑income, real estate funds (including REITs), ETFs (including precious‑metal ETFs) and options-related investments. The firm delivers ongoing portfolio management services and prepares an Investment Policy Statement for each client, with trading and account activity executed through a qualified custodian. The firm’s investment approach combines fundamental, technical, charting and cyclical analysis and employs long‑term trading alongside margin and options strategies (including covered calls, cash‑covered puts and spread strategies); hedging is used to protect gains and limit downside. Coastal Capital Management generally seeks discretionary authority, documents client goals and risk tolerance in the Investment Policy Statement, and provides monthly account reports from the custodian while operating under a fiduciary standard. Distinctive features include a small client roster and modest assets under management (about $4.84 million across 17 clients) and the firm’s practice of issuing periodicals or newsletters to clients, a practice that is uncommon among independent advisers. The brochure also notes the firm’s recommendation of Interactive Brokers as custodian and discloses potential receipt of research or soft‑dollar benefits, as well as explicit use of options, margin and precious‑metal ETFs in client portfolios.

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.