CRD: 152569
Coastal Bridge Advisors
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-01-2009
- Office Locations
- 9
Office Locations
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.
Reported data analysis
What the numbers show
Between July 2, 2025 and July 22, 2026, reported AUM increased 9.3%, from $4.6B to $5.0B.
Across 5 reported observations, AUM increased 75.9% between November 3, 2022 and July 22, 2026, from $2.9B to $5.0B.
Of the latest reported AUM, 95.7% is discretionary and 4.3% is non-discretionary.
The firm reports 25 advisory representatives and 1,997 clients, or 79.9 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 9 reported office locations and 16 years in operation. The source data was last updated on July 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Coastal Bridge Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES ANDREW BETZIG
Chief Executive Officer
- CRD
- #2457078
- Ownership
- Less than 5%
MARK PAUL DUPONT
President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Alexa Verzosa Alcala
--
- CRD
- #7581786
SHELLY HALFORD BAKER
Wealth Advisor
- CRD
- #2196517
Showing 2 of 43 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Coastal Bridge Advisors has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Coastal Bridge Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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