COASTAL FINANCIAL ADVISORS, INC.

COASTAL FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser (CRD 131891). Regulatory assets under management: $23.9M.

Registration

• CRD: 131891
• Type: Registered investment adviser
• Phone: 732-683-2330
• Latest filing: 2026-03-30
• Regulatory AUM: $23.9M
• Discretionary AUM: $23.9M
• Clients: 1
• Accounts: 97

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 131891 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search