# Coastal Asset Management LLC

> Coastal Asset Management LLC is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 283252
- Filed as: COASTAL ASSET MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Virginia
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283252
- AdvisorCensus page: https://advisorcensus.com/firm/coastal-asset-management-llc-283252

## Quick answers

**How is Coastal Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Coastal Asset Management LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Coastal Asset Management LLC registered with the SEC or a state?**
Coastal Asset Management LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 283252.

**How much does Coastal Asset Management LLC manage?**
Coastal Asset Management LLC reports $3,400,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Coastal Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14).

**Does Coastal Asset Management LLC 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/283252

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $3,400,000
- Discretionary: $3,400,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $3,400,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coastal Asset Management LLC (CRD 283252): Form ADV filing data as of October 2026.