$5.0B Total AUM
$4.8B Disc. AUM
18.5% 3Y CAGR
46 Employees
1,997 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- CatalystAtlas
- Established Date
- 12-01-2009
- Office Locations
- 6
Office Locations
1800 Century Park East STE 1600 LOS Angeles CA
5188 Wheelis Drive Memphis TN
54 Wilton Road 1ST Floor Westport CT
About Coastal Bridge Advisors
Coastal Bridge Advisors is a fiduciary wealth management firm serving individuals and families, business owners, retirement plans, and select institutions. The team takes a whole-picture approach that blends financial planning with portfolio construction and risk management, using ETFs, mutual funds, alternative strategies, and fixed income. Retail and institutional focused, with a multi-office footprint and custody relationships including Fidelity/NFS and Pershing.
Team overview
44 AVG AGE
$200.8M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
3.7 yrs AVG TENURE
46 Employees
25 Advisory Reps
25 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Summit Atlas Ridge unison Element fusion Bridge capital Horizon pioneer
Client Personas
Horizon Harbor frontier Element radial
CRM
Catalyst bridge
Custodian
Beacon fusion Radial Ember matrix Pathway prime Summit Signal zenith Momentum signal Wave
Investment Themes
Catalyst harbor Foundation north Horizon Foundation
Investment Vehicles
Focus Insight foundation Legacy
Platform
Pathway Capital Capital element Unison vertex Wave bridge Foundation glacier
Services
Legacy matrix Atlas Legacy Vertex Legacy Optima prime Zenith atlas Atlas Vector prime Capital fusion Signal Prime
Technology
Beacon meridian Catalyst crest
Owner & Executives
JAMES ANDREW BETZIG
Chief Executive Officer
- CRD
- #2457078
- Ownership
- Less than 5%
(335) 868-3413
vertex.summit@quantumcapital.com
in linkedin.com/in/oak-fusion
M
MARK PAUL DUPONT
President
- CRD
- --
- Ownership
- Less than 5%
(361) 784-5175
alpha.optima@eaglecapital.com
in linkedin.com/in/prime-prime
T
Timber ember
Quantum signal
- CRD
- #43459
- Ownership
- 40.2%
(927) 381-6750
wave.value@unisoncapital.com
in linkedin.com/in/vital-vital
Showing 2 of 5 owners & executives
Unlock allContacts
Alexa Verzosa Alcala
Client Service Strategist
- CRD
- #7581786
(539) 641-6827
alpha.zenith@oakcapital.com
in linkedin.com/in/momentum-wave
SHELLY HALFORD BAKER
Senior Associate
- CRD
- #2196517
(974) 496-4972
capital.timber@deltacapital.com
in linkedin.com/in/element-pioneer
E
Element focus
Timber momentum summit
- CRD
- #41404
(880) 383-9633
prime.crest@beaconcapital.com
in linkedin.com/in/pathway-north
Showing 2 of 36 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,805,424,511 | $428,903 |
| Non-Discretionary | $215,455,194 | $715,798 |
| Total | $5,020,879,705 | $436,408 |
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Separately Managed Accounts
Total SMA Asset: $5,020,879,705
Public Funds:
11.4% Equity - Exchange:
11.7% Private Funds:
8.4% Cash:
17.1% U.S. Government/Agency:
22.4% Municipal Bonds:
4.0% Other:
15.7% Other:
9.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $93,984,162 | 11.4% |
| Equity - Exchange | $96,457,429 | 11.7% |
| Private Funds | $69,251,488 | 8.4% |
| Cash | $140,976,243 | 17.1% |
| U.S. Government/Agency | $184,670,634 | 22.4% |
| Municipal Bonds | $32,976,899 | 4.0% |
| Other | $129,434,328 | 15.7% |
| Other | $76,671,288 | 9.3% |
| Total | $824,422,471 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE CREST PIONEER | WAVE ATLAS | 7PN2ZK475 | EPOS | 4.60% | $99,205,363 |
| WAVE INSIGHT BEACON | CAPITAL RADIAL | NJ4RNCDEO | PMADU | 2.57% | $91,897,947 |
| SIGNAL CATALYST | FOCUS MATRIX | 0EQ8U3FUS | TRF | 6.20% | $40,947,900 |
| LEGACY FOCUS | FOCUS WAVE | 167L817WD | BJR | 4.74% | $3,677,584 |
| INSIGHT RIDGE | HARBOR WAVE | 65RGAOQAH | KDH | 4.61% | $14,278,348 |
| CREST CATALYST | EMBER RIDGE | G66FZF6IX | UUCER | 10.32% | $13,717,804 |
| EAGLE PATHWAY FRONTIER | MATRIX MATRIX | DNWXIPEYW | TBL | 4.24% | $104,305,813 |
| OAK CAPITAL VITAL | WAVE VERTEX | 5TAO5OW71 | JCLTH | 8.42% | $90,302,979 |