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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-10-2020
- Office Locations
- 2
Office Locations
About Coastal Capital Advisors
Coastal Capital Advisors is an independent RIA focused on tech professionals with equity compensation. The firm integrates financial planning, tax strategy, and guidance on stock options/RSUs, concentrated company stock, and pre-IPO/IPO decisions, paired with ongoing portfolio management (often using ETFs). Client assets are custodied at Charles Schwab. Led by founders Chris Baum and Joe Marshall, both with tech backgrounds.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 156 clients, or 78 clients per representative. That equates to $335.4K in reported AUM per client.
The profile lists 2 reported office locations and 6 years in operation. The source data was last updated on May 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Coastal Capital Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTOPHER JOSEPH BAUM
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6146336
- Ownership
- 50% but less than 75%
Joseph Allen Marshall
CHIEF OPERATING OFFICER, Financial Planner, Founder
- CRD
- #7247489
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,318,601 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,318,601 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Coastal Capital Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.