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COASTAL BRIDGE ADVISORS

WESTPORT, CT · CRD 152569 · IAPD ↗ · focusfinancialpartners.com · 203-683-1530

$5.02BRegulatory AUM
25Advisory reps
46Employees
0Clients
251-500Planning clients
0Private funds
38States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
August 2026 — COASTAL BRIDGE ADVISORS added office(s): 6 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
August 2026 — COASTAL BRIDGE ADVISORS notice-filed in AL, AR, DC, HI, ID, IN, KY, MI, MO, MS, MT, OH, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — COASTAL BRIDGE ADVISORS added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
August 2025 — COASTAL BRIDGE ADVISORS notice-filed in IL, MN, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — COASTAL BRIDGE ADVISORS notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — COASTAL BRIDGE ADVISORS added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
April 2025 — COASTAL BRIDGE ADVISORS reported RAUM up 63% ($2.81B -> $4.60B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
83
April 2025 — COASTAL BRIDGE ADVISORS grew from 9 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2025 — COASTAL BRIDGE ADVISORS notice-filed in AZ, MD, ME, NC, PA, RI, SC, TN, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.