C
$122.5M Total AUM
$122.5M Disc. AUM
-- 3Y CAGR
2 Employees
546 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-27-2026
- Office Locations
- 1
Office Locations
2100 Church St., Suite 200 East Troy WI
About Coast Advisory LLC
Coast Advisory LLC is a East Troy-based RIA. The firm has been operating for 0 years. Managing $122.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$61.2M AVG AUM / ADVISOR
$224.3K AVG AUM / CLIENT
0.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
Available
Platform
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Services
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Technology
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Owner & Executives
THOMAS LEROY DEPPE JR
Chief Compliance Officer, Managing Member
- CRD
- #5121635
- Ownership
- 75% or more
Available
Available
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SARAH Jean Kempf KOPESKY
--
- CRD
- #6558816
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,463,362 | $140,924 |
| Non-Discretionary | $0 | -- |
| Total | $122,463,362 | $140,924 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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