# Coast Advisory LLC

> Coast Advisory LLC is an SEC-registered investment advisory firm in East Troy, WI, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 2, 2026.

- CRD: 340229
- Filed as: COAST ADVISORY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: East Troy, WI
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340229
- AdvisorCensus page: https://advisorcensus.com/firm/coast-advisory-llc-east-troy-wi-340229

## Quick answers

**How is Coast Advisory LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Coast Advisory LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Coast Advisory LLC charge?**
Its Form ADV Part 2A brochure dated June 2, 2026 states: Asset-based fee: 1.5% of assets a year; Hourly rate: $500 an hour (financial planning and consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Coast Advisory LLC located?**
Coast Advisory LLC's principal office is in East Troy, WI, according to its Form ADV.

**Is Coast Advisory LLC registered with the SEC or a state?**
Coast Advisory LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340229.

**How much does Coast Advisory LLC manage?**
Coast Advisory LLC reports $122,463,362 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (100% discretionary).

**What types of clients does Coast Advisory LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (523); high net worth individuals (21); charitable organizations (2).

**Which custodians does Coast Advisory LLC use?**
Coast Advisory LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Coast Advisory LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340229

**Does Coast Advisory LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 2, 2026 says: "There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication."

**What changed in Coast Advisory LLC's recent Form ADV filings?**
In the July 2026 filing data: Regulatory assets under management went from $0 to $122,463,362.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated June 2, 2026)

- Asset-based fee: 1.5% of assets a year

> Coast charges an annual investment advisory fee based on the total assets under management as follows: Assets Under Management Annual Fee All Assets 1.5%

- Account minimum: None

> There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication.

- Hourly rate: $500 an hour (financial planning and consulting)

> Hourly Fee Services are offered based on an hourly fee of $500 per hour. Fees for financial plans are billed upon completion of the plan.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $122,463,362
- Discretionary: $122,463,362
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 523 | $90,952,548 |
| High net worth individuals | 21 | $30,090,000 |
| Charitable organizations | 2 | $1,420,814 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- coastadvisory.net

## Changes in the filing (last 12 months)

### July 2026
- Regulatory assets under management went from $0 to $122,463,362.

### March 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coast Advisory LLC (CRD 340229): Form ADV filing data as of October 2026.