# Coast Capital Management

> Coast Capital Management is a state-registered investment advisory firm, registered since 1994, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 115767
- Filed as: COAST CAPITAL MANAGEMENT
- Legal name: Coast Capital Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Washington
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/115767
- AdvisorCensus page: https://advisorcensus.com/firm/coast-capital-management-115767

## Quick answers

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

**Is Coast Capital Management registered with the SEC or a state?**
Coast Capital Management is a state-registered investment advisory firm, registered since 1994. Status as filed: APPROVED. CRD 115767.

**How much does Coast Capital Management manage?**
Coast Capital Management reports $13,713,492 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**What types of clients does Coast Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (51); high net worth individuals (3).

**Does Coast Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/115767

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $13,713,492
- Discretionary: $13,659,241
- Non-discretionary: $54,251

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 51 | $8,398,010 |
| High net worth individuals | 3 | $5,315,482 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 1994 (32 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- coastcapitalmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coast Capital Management (CRD 115767): Form ADV filing data as of October 2026.