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COASTAL EQUITY MANAGEMENT, LLC

PENSACOLA, FL · CRD 331518 · IAPD ↗ · dividendgrowthstrategy.com · 850-435-4844

$7.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

15
April 2025 — COASTAL EQUITY MANAGEMENT, LLC changed its website from coastalequitymanagement.com to dividendgrowthstrategy.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
85
December 2024 — COASTAL EQUITY MANAGEMENT, LLC (PENSACOLA, FL) is newly SEC-registered with $0 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.