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COASTAL INVESTMENT COMPANY, LLC

WINTER PARK, FL · CRD 322164 · IAPD ↗ · coastalinvestmentco.com · 888-411-2280

$262.9MRegulatory AUM
9Advisory reps
9Employees
0Clients
n/aPlanning clients
41Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — COASTAL INVESTMENT COMPANY, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
46
April 2025 — COASTAL INVESTMENT COMPANY, LLC reported RAUM up 32% ($161.3M -> $212.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
August 2024 — COASTAL INVESTMENT COMPANY, LLC (WINTER PARK, FL) is newly SEC-registered with $161.3M RAUM and 7 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.