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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.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
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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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,318,601 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,318,601 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,318,601
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,532,813,614 | 29.0% |
| Public Funds | $517,985,290 | 9.8% |
| U.S. Government/Agency | $1,543,384,742 | 29.2% |
| Cash | $655,409,959 | 12.4% |
| Corporate - Non-Investment Grade | $1,035,970,580 | 19.6% |
| Total | $5,285,564,185 | 100.0% |