# Coastal Carolina Financial Partners LLC

> Coastal Carolina Financial Partners LLC is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 19, 2026.

- CRD: 334447
- Filed as: COASTAL CAROLINA FINANCIAL PARTNERS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: July 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334447
- AdvisorCensus page: https://advisorcensus.com/firm/coastal-carolina-financial-partners-llc-334447

## Quick answers

**How is Coastal Carolina Financial Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Coastal Carolina Financial Partners LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Coastal Carolina Financial Partners LLC registered with the SEC or a state?**
Coastal Carolina Financial Partners LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334447.

**How much does Coastal Carolina Financial Partners LLC manage?**
Coastal Carolina Financial Partners LLC reports $1,950,000 in regulatory assets under management in its Form ADV filing dated July 19, 2026 (0% discretionary).

**What types of clients does Coastal Carolina Financial Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20).

**Does Coastal Carolina Financial Partners 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/334447

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,950,000
- Discretionary: $0
- Non-discretionary: $1,950,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $1,950,000 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coastal Carolina Financial Partners LLC (CRD 334447): Form ADV filing data as of October 2026.