# Coastal Investment Company, LLC

> Coastal Investment Company, LLC is an SEC-registered investment advisory firm in Winter Park, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 322164
- Filed as: COASTAL INVESTMENT COMPANY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Winter Park, FL
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322164
- AdvisorCensus page: https://advisorcensus.com/firm/coastal-investment-company-llc-winter-park-fl-322164

## Quick answers

**How is Coastal Investment Company, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Coastal Investment Company, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**How much does Coastal Investment Company, LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 1% to 5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Coastal Investment Company, LLC located?**
Coastal Investment Company, LLC's principal office is in Winter Park, FL, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Coastal Investment Company, LLC registered with the SEC or a state?**
Coastal Investment Company, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 322164.

**How much does Coastal Investment Company, LLC manage?**
Coastal Investment Company, LLC reports $262,937,654 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).

**How have Coastal Investment Company, LLC's assets and staff changed since 2022?**
In the Form ADV data for Coastal Investment Company, LLC: Regulatory assets under management: $161,304,926 in the October 2024 data and $262,937,654 in the October 2026 data, up 63%. Total employees: 7 in October 2024 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Coastal Investment Company, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (41).

**Does Coastal Investment Company, LLC report any disciplinary disclosures?**
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/322164

**Does Coastal Investment Company, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The minimum initial investment is $100,000, subject to waiver at the discretion of the Firm."

**What changed in Coastal Investment Company, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 9. Regulatory assets under management went from $212,890,651 to $262,937,654 (+24%). Added an office in Delray Beach, FL.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 1% to 5% a year (a range, as the brochure states it)

> However, the range of compensation is generally as follows: 1. Management Fee From the Funds, the Firm typically receives a management fee calculated as a percentage of the capital commitment received from the applicable Fund’s sponsor, payable annually. The management fee is generally between 1% and 5%.

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> The minimum initial investment is $100,000, subject to waiver at the discretion of the Firm.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $262,937,654
- Discretionary: $262,937,654
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 41 | $262,937,654 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 9 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Delray Beach, FL

### Websites listed on Form ADV (Item 1.I)
- [coastalinvestmentco.com](https://coastalinvestmentco.com)
- Instagram @investwithcoastal
- LinkedIn @investwithcoastal
- YouTube @UCpSErgVr4-EeqUrSeSHYwow

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | Not reported | Not reported | September 13, 2022 |
| October 2023 | Not reported | Not reported | May 23, 2023 |
| October 2024 | $161,304,926 | 7 | September 23, 2024 |
| October 2025 | $212,890,651 | 8 | June 30, 2025 |
| October 2026 | $262,937,654 | 9 | April 30, 2026 |

Regulatory assets under management: $161,304,926 in the October 2024 data and $262,937,654 in the October 2026 data, up 63%.
Total employees: 7 in October 2024 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 9.
- Regulatory assets under management went from $212,890,651 to $262,937,654 (+24%).
- Added an office in Delray Beach, FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coastal Investment Company, LLC (CRD 322164): Form ADV filing data as of October 2026.