# COASTAL INVESTMENT ADVISORS INC

COASTAL INVESTMENT ADVISORS INC of WILMINGTON, NC is an SEC-registered investment adviser.

## Registration

- CRD: 105243
- Type: SEC-registered investment adviser
- SEC file number: 801-27081
- Location: 5710 OLEANDER DRIVE, SUITE 211, WILMINGTON, NC, 28403
- Phone: 910-794-3333
- Latest filing: 2002-05-31
- Regulatory AUM: $12.0M
- Discretionary AUM: $12.0M
- Clients: 11
- Accounts: 160

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| FORMYDUVAL WILLIAM HALL | PRESIDENT | — |
| SCHARDT BRET FREDERICK | SENIOR VICE PRESIDENT | — |
| NORDEEN CLEVE ERICSON | VICE PRESIDENT | — |
| BOWMAN RODNEY DOUGLAS | SHAREHOLDER | — |
| JORGENSEN GREGORY ALLAN | VICE PRESIDENT OF NATIONAL SALES | — |
| TRELLO JOHN SCOTT | VICE PRESIDENT OF BUSINESS DEVELOPEMENT | — |
| SANDSTRUM SUSAN MARY | VICE PRESIDENT OF OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105243/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105243/similar
- Related entities: https://search.stillhousedata.com/firm/105243/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105243

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.