{
  "crd_number": 152569,
  "slug": "coastal-bridge-advisors-westport-ct-152569",
  "primary_business_name": "COASTAL BRIDGE ADVISORS",
  "legal_name": "COASTAL BRIDGE ADVISORS, LLC",
  "dbas": [
    "ONE CHARLES PRIVATE WEALTH SERVICES LLC",
    "WADDELL & ASSOCIATES, LLC"
  ],
  "city": "Westport",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2009-12-01",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-07-22",
  "carried_forward": false,
  "raum_total": 5020879705.0,
  "raum_discretionary": 4805424511.0,
  "raum_non_discretionary": 215455194.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 46,
  "advisory_employees": 25,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 10751585.0,
      "count": 12
    },
    "individuals": {
      "raum": 573596864.0,
      "count": 1267
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 119832949.0,
      "count": 8
    },
    "insurance_companies": {
      "raum": 189337599.0,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 254357605.0,
      "count": 107
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 3848084941.0,
      "count": 579
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 24918162.0,
      "count": 24
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "FL",
    "GA",
    "HI",
    "ID",
    "IL",
    "IN",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "PA",
    "RI",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA"
  ],
  "websites": [
    "https://coastalbridgeadvisors.com",
    "https://facebook.com/COASTALBRIDGEADVISORS",
    "https://facebook.com/TRINITYPOINTWEALTH",
    "https://facebook.com/WADDELLANDASSOCIATESTN",
    "https://focusfinancialpartners.com",
    "https://instagram.com/COASTALBRIDGEADVISORS",
    "https://instagram.com/TRINITYPOINT_WEALTH",
    "https://instagram.com/WADDELLANDASSOCIATES",
    "https://linkedin.com/COMPANY/COASTAL-BRIDGE-ADVISORS",
    "https://linkedin.com/COMPANY/ONE-CHARLES-PRIVATEWEALTH",
    "https://linkedin.com/COMPANY/TRINITYPOINTWEALTH",
    "https://linkedin.com/COMPANY/WEALTHSTRATEGISTS",
    "https://linkedin.com/FOCUS-FINANCIAL-PARTNERS",
    "https://linkedin.comcompany/2064318",
    "https://linkedin.comcompany/LLBH-PRIVATE-WEALTH-MANAGEMENT-LLC",
    "https://ocpws.com",
    "https://trinitypointwealth.com",
    "https://vimeo.com/WEALTHSTRATEGISTS",
    "https://waddellandassociates.com",
    "https://wealthstrategists.com",
    "https://x.com/FOCUSFINANCIAL",
    "https://x.com/LLBH_PWM",
    "https://x.com/WADDELLANDASSOC",
    "https://youtube.com/@WADDELLASSOCIATES2132"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/152569",
  "city_as_filed": "WESTPORT",
  "url": "https://advisorcensus.com/firm/coastal-bridge-advisors-westport-ct-152569",
  "display_name": "Coastal Bridge Advisors",
  "summary": "Coastal Bridge Advisors is an SEC-registered investment advisory firm in Westport, CT, registered since 2009, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 22, 2026.",
  "citation": "AdvisorCensus. Coastal Bridge Advisors (CRD 152569): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "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",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Coastal Bridge Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Coastal Bridge Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Coastal Bridge Advisors located?",
      "a": "Coastal Bridge Advisors' principal office is in Westport, CT, according to its Form ADV; the August 2026 filing also lists 7 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Coastal Bridge Advisors registered with the SEC or a state?",
      "a": "Coastal Bridge Advisors is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 152569."
    },
    {
      "q": "How much does Coastal Bridge Advisors manage?",
      "a": "Coastal Bridge Advisors reports $5,020,879,705 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (96% discretionary)."
    },
    {
      "q": "How have Coastal Bridge Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Coastal Bridge Advisors: Regulatory assets under management: $2,759,431,503 in the October 2021 data and $5,020,879,705 in the October 2026 data, up 82%. Total employees: 21 in October 2021 and 46 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Coastal Bridge Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,267); high net worth individuals (579); pension and profit sharing plans (but not the plan participants or government pension plans) (107)."
    },
    {
      "q": "Which custodians does Coastal Bridge Advisors use?",
      "a": "Coastal Bridge Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC and Pershing LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Coastal Bridge Advisors report any disciplinary disclosures?",
      "a": "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/152569"
    },
    {
      "q": "What changed in Coastal Bridge Advisors' recent Form ADV filings?",
      "a": "In the August 2026 filing data: Added the business name Waddell & Associates, LLC. Added the business name One Charles Private Wealth Services LLC. Added an office in Brentwood, TN. Added an office in Ft. Lauderdale, FL. Added an office in Hingham, MA. Added an office in Memphis, TN. Registered or notice-filed in AL, AR, DC, HI, ID, IN, KY, MI, MO, MS, MT, OH, UT. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2759431503.0,
      "total_employees": 21,
      "filing_date": "2021-04-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2854858726.0,
      "total_employees": 24,
      "filing_date": "2022-09-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2620176487.0,
      "total_employees": 26,
      "filing_date": "2023-09-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2814677305.0,
      "total_employees": 25,
      "filing_date": "2024-04-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 4595660113.0,
      "total_employees": 46,
      "filing_date": "2025-07-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 5020879705.0,
      "total_employees": 46,
      "filing_date": "2026-07-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Added the business name Waddell & Associates, LLC.",
        "Added the business name One Charles Private Wealth Services LLC.",
        "Added an office in Brentwood, TN.",
        "Added an office in Ft. Lauderdale, FL.",
        "Added an office in Hingham, MA.",
        "Added an office in Memphis, TN.",
        "Registered or notice-filed in AL, AR, DC, HI, ID, IN, KY, MI, MO, MS, MT, OH, UT.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 22 to 25."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in ID, SD."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/coastal-bridge-advisors-westport-ct-152569.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1267,
      "fewer_than_5": false,
      "raum": 573596864.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 579,
      "fewer_than_5": false,
      "raum": 3848084941.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 107,
      "fewer_than_5": false,
      "raum": 254357605.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 12,
      "fewer_than_5": false,
      "raum": 10751585.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 119832949.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 189337599.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 24,
      "fewer_than_5": false,
      "raum": 24918162.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/152569",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}