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T.R.U.E. COASTAL CAPITAL, LLC

SAVANNAH, GA · CRD 281556 · IAPD ↗ · 912-234-3657

$124.1MRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — T.R.U.E. COASTAL CAPITAL, LLC now reports custody of client assets ($20.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
December 2025 — T.R.U.E. COASTAL CAPITAL, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2025 — T.R.U.E. COASTAL CAPITAL, LLC (SAVANNAH, GA) is newly SEC-registered with $109.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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