# COASTAL WAY FINANCIAL GROUP, LLC

COASTAL WAY FINANCIAL GROUP, LLC of WEST PALM BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 285844
- Type: SEC-registered investment adviser
- Location: 900 N. OLIVE AVENUE, WEST PALM BEACH, FL, 33401
- Phone: 561-328-2759
- Latest filing: 2026-01-20
- Regulatory AUM: $66.2M
- Discretionary AUM: $66.2M
- Clients: 1
- Accounts: 85

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285844/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285844/similar
- Related entities: https://search.stillhousedata.com/firm/285844/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285844

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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.