# Coastal Financial Advisors, Inc.

> Coastal Financial Advisors, Inc. is a state-registered investment advisory firm in Farmingdale, NJ, registered since 2004, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 131891
- Filed as: COASTAL FINANCIAL ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Farmingdale, NJ
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/131891
- AdvisorCensus page: https://advisorcensus.com/firm/coastal-financial-advisors-inc-farmingdale-nj-131891

## Quick answers

**How is Coastal Financial Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Coastal Financial Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Coastal Financial Advisors, Inc. located?**
Coastal Financial Advisors, Inc.'s principal office is in Farmingdale, NJ, according to its Form ADV.

**Is Coastal Financial Advisors, Inc. registered with the SEC or a state?**
Coastal Financial Advisors, Inc. is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 131891.

**How much does Coastal Financial Advisors, Inc. manage?**
Coastal Financial Advisors, Inc. reports $23,922,187 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Coastal Financial Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (87); high net worth individuals (11).

**Does Coastal Financial Advisors, Inc. 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/131891

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $23,922,187
- Discretionary: $23,922,187
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 87 | $12,453,070 |
| High net worth individuals | 11 | $11,453,210 |
| Charitable organizations | Fewer than 5 | $15,907 |

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

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coastal Financial Advisors, Inc. (CRD 131891): Form ADV filing data as of October 2026.