CRD: 281556
T.r.u.e. Coastal Capital, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-11-2015
- Office Locations
- 1
Office Locations
About T.r.u.e. Coastal Capital, LLC
T.R.U.E. Coastal Capital is a fiduciary wealth management firm serving pre-retirees/retirees, families, and individuals (including divorcees). The team provides investment management with portfolios tailored to client risk profiles, plus tax planning and insurance alternatives. Their OAR planning process (Organize, Analyze, Recommend) emphasizes clear, step-by-step implementation. Custody includes Schwab and Fidelity.
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Owner & Executives
SAMUEL M HUBBARD
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #4202323
- Ownership
- Less than 5%
MICHAEL ROSS
Chief Financial Officer, Chief Investment Officer, President
- CRD
- #5941473
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,109,371 | $298,340 |
| Non-Discretionary | $0 | -- |
| Total | $124,109,371 | $298,340 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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