C
$4.8M Total AUM
$4.8M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
12 yrs Firm Age
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- Custodian
- Interactive Brokers · Merrill Lynch · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-18-2014
- Office Locations
- 1
Office Locations
-- Wilmington NC
About Coastal Capital Management, LLC
Coastal Capital Management, LLC is a Wilmington-based RIA. The firm has been operating for 12 years. Managing $4.8M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Merrill Lynch. Services offered include Portfolio Construction.
Team overview
73 AVG AGE
$4.8M AVG AUM / ADVISOR
$142.4K AVG AUM / CLIENT
12.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Foundation Alpha
Investment Themes
Vector ridge Crest crest
Investment Vehicles
Zenith
Services
Prime
Owner & Executives
D
DAVID REID DOYLE SR
Chief Compliance Officer, Chief Investment Officer
- CRD
- #2223517
- Ownership
- 75% or more
(912) 225-9205
harbor.zenith@focuscapital.com
in linkedin.com/in/ember-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,841,968 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,841,968 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,841,968
Derivatives:
33.1% Cash:
21.7% Equity - Exchange:
45.2% | Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | $122,952,802 | 33.1% |
| Cash | $80,606,520 | 21.7% |
| Equity - Exchange | $167,899,295 | 45.2% |
| Total | $371,458,617 | 100.0% |